Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.45M Buy
26,475
+160
+0.6% +$57.1K 0.42% 82
2025
Q1
$10.5M Buy
26,315
+321
+1% +$128K 0.5% 69
2024
Q4
$9.34M Buy
25,994
+264
+1% +$94.8K 0.44% 81
2024
Q3
$8.9M Buy
25,730
+180
+0.7% +$62.3K 0.41% 86
2024
Q2
$7.5M Buy
25,550
+315
+1% +$92.5K 0.37% 99
2024
Q1
$8.42M Buy
25,235
+651
+3% +$217K 0.42% 82
2023
Q4
$7.15M Buy
24,584
+669
+3% +$195K 0.39% 89
2023
Q3
$7.8M Buy
23,915
+160
+0.7% +$52.2K 0.47% 73
2023
Q2
$7.62M Buy
23,755
+219
+0.9% +$70.3K 0.45% 79
2023
Q1
$7.42M Sell
23,536
-122
-0.5% -$38.5K 0.47% 70
2022
Q4
$7.1M Buy
23,658
+511
+2% +$153K 0.48% 66
2022
Q3
$6.2M Buy
23,147
+267
+1% +$71.5K 0.48% 69
2022
Q2
$6.17M Buy
22,880
+838
+4% +$226K 0.46% 74
2022
Q1
$7.18M Buy
+22,042
New +$7.18M 0.47% 64