Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
11,637
+956
+9% +$89.2K 0.06% 197
2025
Q1
$778K Buy
10,681
+2,595
+32% +$189K 0.05% 241
2024
Q4
$488K Sell
8,086
-29
-0.4% -$1.75K 0.03% 309
2024
Q3
$610K Sell
8,115
-84
-1% -$6.31K 0.04% 260
2024
Q2
$596K Buy
8,199
+478
+6% +$34.7K 0.04% 243
2024
Q1
$594K Buy
7,721
+1,837
+31% +$141K 0.04% 244
2023
Q4
$362K Buy
5,884
+1,078
+22% +$66.4K 0.03% 322
2023
Q3
$221K Buy
4,806
+150
+3% +$6.9K 0.02% 380
2023
Q2
$201K Buy
+4,656
New +$201K 0.02% 370