Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.61M Sell
39,306
-3,006
-7% -$276K 0.01% 675
2025
Q1
$3.72M Buy
42,312
+1,609
+4% +$142K 0.02% 666
2024
Q4
$3.77M Buy
40,703
+5,628
+16% +$521K 0.02% 654
2024
Q3
$3.25M Sell
35,075
-123
-0.3% -$11.4K 0.01% 723
2024
Q2
$2.64M Buy
35,198
+2,454
+7% +$184K 0.01% 793
2024
Q1
$2.83M Buy
32,744
+12,138
+59% +$1.05M 0.01% 748
2023
Q4
$1.43M Buy
+20,606
New +$1.43M 0.01% 882