Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
2,849
+113
+4% +$60.4K 0.17% 131
2025
Q1
$1.01M Buy
2,736
+46
+2% +$17K 0.12% 172
2024
Q4
$1.22M Sell
2,690
-11
-0.4% -$4.99K 0.14% 153
2024
Q3
$1.16M Buy
2,701
+712
+36% +$307K 0.14% 165
2024
Q2
$726K Sell
1,989
-895
-31% -$327K 0.15% 148
2024
Q1
$1.01M Sell
2,884
-249
-8% -$87.2K 0.21% 113
2023
Q4
$675K Sell
3,133
-394
-11% -$84.9K 0.12% 109
2023
Q3
$742K Buy
+3,527
New +$742K 0.24% 96