Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
2,230
+567
+34% +$447K 0.19% 112
2025
Q1
$1.02M Buy
1,663
+19
+1% +$11.7K 0.12% 166
2024
Q4
$1.03M Sell
1,644
-46
-3% -$28.9K 0.12% 179
2024
Q3
$1.05M Buy
1,690
+68
+4% +$42.2K 0.12% 183
2024
Q2
$1.07M Buy
1,622
+15
+0.9% +$9.86K 0.22% 105
2024
Q1
$1.04M Buy
1,607
+623
+63% +$405K 0.21% 109
2023
Q4
$615K Sell
984
-263
-21% -$164K 0.11% 118
2023
Q3
$637K Buy
+1,247
New +$637K 0.21% 115