Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
15,442
+555
+4% +$49.6K 0.09% 203
2025
Q1
$1.13M Sell
14,887
-236
-2% -$17.9K 0.08% 224
2024
Q4
$1.17M Buy
15,123
+1,926
+15% +$149K 0.1% 176
2024
Q3
$964K Buy
13,197
+1,499
+13% +$109K 0.1% 194
2024
Q2
$705K Buy
11,698
+2,408
+26% +$145K 0.1% 191
2024
Q1
$586K Buy
9,290
+925
+11% +$58.4K 0.12% 150
2023
Q4
$483K Buy
+8,365
New +$483K 0.13% 131