Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
105,281
+28
+0% +$586 0.06% 128
2025
Q1
$2.52M Sell
105,253
-3,103
-3% -$74.4K 0.07% 118
2024
Q4
$2.31M Buy
108,356
+116
+0.1% +$2.48K 0.07% 125
2024
Q3
$2.5M Sell
108,240
-102
-0.1% -$2.36K 0.08% 125
2024
Q2
$1.97M Buy
108,342
+26,367
+32% +$479K 0.07% 138
2024
Q1
$1.76M Buy
81,975
+5,115
+7% +$110K 0.06% 155
2023
Q4
$1.65M Buy
76,860
+3,028
+4% +$65.2K 0.06% 158
2023
Q3
$1.48M Buy
+73,832
New +$1.48M 0.07% 154