Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.81M Sell
30,578
-289
-0.9% -$26.5K 0.03% 419
2025
Q1
$2.72M Buy
30,867
+7,614
+33% +$670K 0.04% 346
2024
Q4
$2.15M Buy
23,253
+5,610
+32% +$519K 0.04% 341
2024
Q3
$1.64M Buy
17,643
+3,122
+21% +$290K 0.04% 306
2024
Q2
$1.09M Buy
14,521
+1,806
+14% +$135K 0.02% 385
2024
Q1
$1.02M Buy
12,715
+6,108
+92% +$491K 0.02% 398
2023
Q4
$457K Buy
+6,607
New +$457K 0.01% 518