Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.53M Buy
12,410
+3,702
+43% +$1.05M 0.06% 268
2025
Q1
$3.04M Sell
8,708
-369
-4% -$129K 0.06% 265
2024
Q4
$4.14M Buy
9,077
+228
+3% +$104K 0.07% 220
2024
Q3
$3.87M Buy
8,849
+630
+8% +$275K 0.07% 234
2024
Q2
$3.9M Buy
8,219
+142
+2% +$67.3K 0.08% 202
2024
Q1
$3.28M Buy
8,077
+642
+9% +$261K 0.07% 227
2023
Q4
$3.26M Buy
7,435
+657
+10% +$288K 0.08% 206
2023
Q3
$2.7M Buy
6,778
+578
+9% +$230K 0.09% 206
2023
Q2
$2.12M Buy
6,200
+202
+3% +$69.2K 0.07% 240
2023
Q1
$1.63M Buy
+5,998
New +$1.63M 0.06% 259