Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.81M Buy
40,823
+7,454
+22% +$695K 0.12% 220
2025
Q1
$2.43M Sell
33,369
-316
-0.9% -$23K 0.08% 255
2024
Q4
$2.03M Buy
33,685
+5,715
+20% +$345K 0.06% 256
2024
Q3
$2.1M Buy
27,970
+871
+3% +$65.5K 0.06% 255
2024
Q2
$1.97M Sell
27,099
-2,348
-8% -$171K 0.06% 250
2024
Q1
$2.27M Buy
29,447
+5,243
+22% +$404K 0.07% 247
2023
Q4
$1.49M Buy
24,204
+5,671
+31% +$349K 0.05% 271
2023
Q3
$852K Buy
18,533
+4,362
+31% +$201K 0.03% 269
2023
Q2
$612K Buy
+14,171
New +$612K 0.02% 296