Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.76M Buy
59,655
+8,810
+17% +$703K 0.23% 50
2025
Q1
$4.09M Buy
50,845
+2,367
+5% +$191K 0.23% 54
2024
Q4
$4.64M Buy
48,478
+23,266
+92% +$2.23M 0.26% 44
2024
Q3
$2.55M Buy
25,212
+1,074
+4% +$108K 0.15% 87
2024
Q2
$2.17M Buy
24,138
+1,044
+5% +$94K 0.14% 86
2024
Q1
$2.51M Buy
23,094
+16
+0.1% +$1.74K 0.17% 80
2023
Q4
$2.73M Buy
23,078
+379
+2% +$44.9K 0.2% 64
2023
Q3
$2.42M Sell
22,699
-6,172
-21% -$658K 0.2% 69
2023
Q2
$2.59M Buy
28,871
+1,144
+4% +$103K 0.22% 62
2023
Q1
$2.17M Buy
+27,727
New +$2.17M 0.2% 66