Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
11,118
+1,973
+22% +$184K 0.19% 103
2025
Q1
$666K Buy
9,145
+2,049
+29% +$149K 0.14% 167
2024
Q4
$428K Buy
7,096
+1,024
+17% +$61.8K 0.08% 231
2024
Q3
$456K Sell
6,072
-244
-4% -$18.3K 0.06% 285
2024
Q2
$459K Buy
6,316
+242
+4% +$17.6K 0.07% 261
2024
Q1
$468K Buy
6,074
+276
+5% +$21.2K 0.07% 274
2023
Q4
$357K Sell
5,798
-765
-12% -$47.1K 0.06% 326
2023
Q3
$302K Sell
6,563
-135
-2% -$6.21K 0.06% 319
2023
Q2
$289K Buy
+6,698
New +$289K 0.06% 340