Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
55,117
+159
+0.3% +$38.2K 0.16% 120
2025
Q1
$12.5M Buy
54,958
+9,704
+21% +$2.2M 0.15% 115
2024
Q4
$9.3M Buy
45,254
+3,414
+8% +$702K 0.11% 123
2024
Q3
$10.1M Sell
41,840
-324
-0.8% -$78.6K 0.11% 113
2024
Q2
$9.26M Buy
42,164
+1,593
+4% +$350K 0.1% 125
2024
Q1
$9.12M Buy
40,571
+3,437
+9% +$773K 0.09% 144
2023
Q4
$8.16M Buy
37,134
+478
+1% +$105K 0.08% 136
2023
Q3
$8.04M Buy
36,656
+1,704
+5% +$374K 0.08% 139
2023
Q2
$7.86M Buy
34,952
+2,413
+7% +$543K 0.07% 156
2023
Q1
$6.22M Buy
+32,539
New +$6.22M 0.05% 173