Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
13,128
+2,388
+22% +$189K 0.31% 46
2025
Q1
$964K Buy
10,740
+617
+6% +$55.4K 0.33% 45
2024
Q4
$1.01M Buy
10,123
+933
+10% +$92.8K 0.34% 44
2024
Q3
$1.04M Sell
9,190
-2,794
-23% -$317K 0.35% 39
2024
Q2
$1.48M Buy
11,984
+1,331
+12% +$165K 0.55% 30
2024
Q1
$1.41M Buy
10,653
+97
+0.9% +$12.8K 0.5% 29
2023
Q4
$1.15M Buy
10,556
+1,070
+11% +$117K 0.45% 30
2023
Q3
$977K Buy
9,486
+2,902
+44% +$299K 0.41% 35
2023
Q2
$760K Buy
+6,584
New +$760K 0.32% 39