Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.2M Buy
12,723
+2,588
+26% +$1.06M 0.24% 84
2025
Q1
$3.35M Buy
10,135
+3,031
+43% +$1M 0.19% 138
2024
Q4
$2.98M Buy
7,104
+230
+3% +$96.3K 0.18% 136
2024
Q3
$2.94M Sell
6,874
-424
-6% -$182K 0.19% 130
2024
Q2
$2.67M Buy
7,298
+3,917
+116% +$1.43M 0.18% 141
2024
Q1
$1.4M Buy
3,381
+11
+0.3% +$4.57K 0.1% 226
2023
Q4
$1.11M Buy
+3,370
New +$1.11M 0.09% 248