Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
9,882
+220
+2% +$25.7K 0.05% 305
2025
Q1
$987K Buy
9,662
+1,463
+18% +$149K 0.05% 326
2024
Q4
$785K Buy
8,199
+3,580
+78% +$343K 0.04% 384
2024
Q3
$438K Buy
4,619
+25
+0.5% +$2.37K 0.02% 527
2024
Q2
$428K Sell
4,594
-225
-5% -$21K 0.02% 523
2024
Q1
$419K Buy
4,819
+161
+3% +$14K 0.02% 556
2023
Q4
$346K Sell
4,658
-47
-1% -$3.49K 0.02% 571
2023
Q3
$295K Buy
4,705
+621
+15% +$38.9K 0.02% 600
2023
Q2
$259K Buy
+4,084
New +$259K 0.02% 670