Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.1M Buy
34,030
+349
+1% +$31.8K 0.25% 93
2025
Q1
$2.57M Buy
33,681
+33,646
+96,131% +$2.57M 0.22% 100
2024
Q4
$2.31K Sell
35
-34,863
-100% -$2.3M 0.21% 104
2024
Q3
$1.9M Buy
34,898
+2,045
+6% +$112K 0.16% 126
2024
Q2
$1.65M Buy
32,853
+591
+2% +$29.7K 0.15% 139
2024
Q1
$1.51M Buy
32,262
+3,258
+11% +$153K 0.14% 149
2023
Q4
$1.43M Sell
29,004
-4,307
-13% -$212K 0.14% 140
2023
Q3
$1.43M Buy
+33,311
New +$1.43M 0.16% 129