Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
31,593
+1,437
+5% +$145K 0.06% 325
2025
Q1
$2.94M Buy
30,156
+2,397
+9% +$234K 0.06% 321
2024
Q4
$2.83M Buy
27,759
+10,418
+60% +$1.06M 0.06% 338
2024
Q3
$1.54M Sell
17,341
-2,579
-13% -$229K 0.04% 460
2024
Q2
$1.9M Buy
19,920
+2,579
+15% +$246K 0.04% 403
2024
Q1
$1.54M Buy
17,341
+14,247
+460% +$1.26M 0.04% 461
2023
Q4
$255K Buy
+3,094
New +$255K 0.01% 919