Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
2,684
+458
+21% +$187K 0.04% 272
2025
Q1
$737K Sell
2,226
-570
-20% -$189K 0.03% 325
2024
Q4
$1.17M Buy
2,796
+48
+2% +$20.1K 0.05% 251
2024
Q3
$1.18M Buy
2,748
+135
+5% +$57.8K 0.04% 257
2024
Q2
$955K Buy
2,613
+80
+3% +$29.2K 0.04% 279
2024
Q1
$1.05M Buy
2,533
+171
+7% +$71K 0.04% 271
2023
Q4
$777K Sell
2,362
-188
-7% -$61.8K 0.04% 293
2023
Q3
$799K Buy
2,550
+466
+22% +$146K 0.04% 271
2023
Q2
$691K Buy
2,084
+261
+14% +$86.5K 0.03% 288
2023
Q1
$444K Buy
+1,823
New +$444K 0.02% 344