Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
38,408
+7,200
+23% +$246K 0.06% 398
2025
Q1
$963K Buy
31,208
+3,670
+13% +$113K 0.04% 439
2024
Q4
$870K Buy
27,538
+2,205
+9% +$69.7K 0.04% 471
2024
Q3
$829K Sell
25,333
-623
-2% -$20.4K 0.04% 495
2024
Q2
$686K Buy
25,956
+9,477
+58% +$250K 0.05% 451
2024
Q1
$467K Sell
16,479
-12,901
-44% -$366K 0.06% 417
2023
Q4
$752K Buy
29,380
+3,878
+15% +$99.3K 0.14% 181
2023
Q3
$617K Sell
25,502
-13,067
-34% -$316K 0.13% 195
2023
Q2
$1.13M Buy
+38,569
New +$1.13M 0.23% 111