Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
24,904
+1,953
+9% +$94.3K 0.1% 233
2025
Q1
$1.27M Buy
22,951
+22,930
+109,190% +$1.27M 0.11% 205
2024
Q4
$1.06K Sell
21
-22,091
-100% -$1.11M 0.1% 228
2024
Q3
$1.27M Sell
22,112
-927
-4% -$53.4K 0.11% 201
2024
Q2
$1.12M Buy
23,039
+1,420
+7% +$68.8K 0.1% 214
2024
Q1
$1.15M Buy
21,619
+1,189
+6% +$63.3K 0.11% 213
2023
Q4
$1.02M Buy
20,430
+828
+4% +$41.1K 0.1% 203
2023
Q3
$1.05M Buy
+19,602
New +$1.05M 0.12% 174