Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
26,972
+5,796
+27% +$438K 0.04% 428
2025
Q1
$1.38M Buy
21,176
+5,320
+34% +$348K 0.03% 511
2024
Q4
$1.12M Sell
15,856
-3,776
-19% -$267K 0.02% 564
2024
Q3
$1.26M Buy
19,632
+1,475
+8% +$94.9K 0.03% 511
2024
Q2
$1.02M Sell
18,157
-1,475
-8% -$82.5K 0.02% 557
2024
Q1
$1.26M Buy
19,632
+4,063
+26% +$261K 0.03% 513
2023
Q4
$828K Buy
15,569
+10,234
+192% +$544K 0.02% 592
2023
Q3
$287K Buy
+5,335
New +$287K 0.01% 825
2023
Q2
Sell
-4,053
Closed -$212K 1017
2023
Q1
$212K Buy
+4,053
New +$212K 0.01% 885