Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
109,785
+12,031
+12% +$252K 0.03% 269
2025
Q1
$2.34M Buy
97,754
+12,690
+15% +$304K 0.04% 244
2024
Q4
$1.82M Buy
85,064
+6,785
+9% +$145K 0.04% 256
2024
Q3
$1.81M Buy
78,279
+10,742
+16% +$248K 0.04% 240
2024
Q2
$1.23M Buy
67,537
+8,237
+14% +$150K 0.04% 278
2024
Q1
$1.27M Sell
59,300
-810
-1% -$17.4K 0.04% 272
2023
Q4
$1.29M Sell
60,110
-5,121
-8% -$110K 0.03% 264
2023
Q3
$1.31M Buy
+65,231
New +$1.31M 0.03% 263