Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
241,188
+15,997
+7% +$122K 0.04% 450
2025
Q1
$1.41M Sell
225,191
-279
-0.1% -$1.74K 0.03% 473
2024
Q4
$1.65M Buy
225,470
+1,656
+0.7% +$12.1K 0.04% 542
2024
Q3
$2.58M Buy
223,814
+91,783
+70% +$1.06M 0.06% 467
2024
Q2
$1.75M Buy
132,031
+11,863
+10% +$157K 0.04% 528
2024
Q1
$1.72M Buy
120,168
+31,331
+35% +$448K 0.04% 548
2023
Q4
$951K Buy
+88,837
New +$951K 0.02% 592