Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
44,914
+2,061
+5% +$50.4K 0.14% 129
2025
Q1
$1.19M Buy
42,853
+7,178
+20% +$199K 0.16% 121
2024
Q4
$1.16M Buy
35,675
+843
+2% +$27.5K 0.15% 120
2024
Q3
$1.25M Buy
34,832
+953
+3% +$34.2K 0.16% 115
2024
Q2
$1.19M Sell
33,879
-735
-2% -$25.7K 0.16% 125
2024
Q1
$1.05M Buy
+34,614
New +$1.05M 0.14% 135