Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
30,320
+2,402
+9% +$92.2K 0.07% 138
2025
Q1
$1.08M Buy
27,918
+1,234
+5% +$47.8K 0.08% 134
2024
Q4
$902K Buy
26,684
+1,386
+5% +$46.9K 0.07% 146
2024
Q3
$1.03M Sell
25,298
-1,131
-4% -$46.2K 0.08% 140
2024
Q2
$1.02M Buy
26,429
+2,954
+13% +$114K 0.08% 135
2024
Q1
$1.01M Buy
23,475
+2,191
+10% +$93.9K 0.09% 134
2023
Q4
$789K Buy
21,284
+1,429
+7% +$53K 0.08% 138
2023
Q3
$720K Buy
19,855
+2,092
+12% +$75.8K 0.08% 131
2023
Q2
$633K Buy
17,763
+2,709
+18% +$96.5K 0.08% 128
2023
Q1
$536K Buy
15,054
+7,249
+93% +$258K 0.07% 137
2022
Q4
$274K Buy
+7,805
New +$274K 0.04% 178