Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
42,060
+12,156
+41% +$297K 0.02% 574
2025
Q1
$831K Buy
29,904
+8,487
+40% +$236K 0.02% 579
2024
Q4
$699K Sell
21,417
-442
-2% -$14.4K 0.03% 489
2024
Q3
$784K Buy
21,859
+1,621
+8% +$58.1K 0.03% 422
2024
Q2
$708K Buy
20,238
+2,044
+11% +$71.5K 0.03% 378
2024
Q1
$553K Buy
18,194
+875
+5% +$26.6K 0.03% 374
2023
Q4
$521K Buy
17,319
+12,647
+271% +$381K 0.04% 338
2023
Q3
$120K Buy
4,672
+2,008
+75% +$51.6K 0.02% 503
2023
Q2
$81.8K Buy
2,664
+58
+2% +$1.78K 0.02% 521
2023
Q1
$76.5K Buy
2,606
+86
+3% +$2.52K 0.02% 483
2022
Q4
$67.7K Buy
+2,520
New +$67.7K 0.03% 423