Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.28M Buy
45,365
+3,107
+7% +$430K 0.02% 470
2025
Q1
$6.75M Buy
42,258
+1,941
+5% +$310K 0.03% 454
2024
Q4
$5.36M Buy
40,317
+3,072
+8% +$409K 0.02% 519
2024
Q3
$5.06M Sell
37,245
-987
-3% -$134K 0.02% 543
2024
Q2
$5.64M Sell
38,232
-460
-1% -$67.9K 0.03% 484
2024
Q1
$5.91M Buy
38,692
+2,278
+6% +$348K 0.03% 458
2023
Q4
$5.25M Buy
+36,414
New +$5.25M 0.03% 422