Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
4,614
+201
+5% +$45.7K 0.06% 298
2025
Q1
$1.08M Buy
4,413
+465
+12% +$113K 0.07% 288
2024
Q4
$1.11M Sell
3,948
-1,136
-22% -$320K 0.07% 264
2024
Q3
$1.39M Buy
5,084
+452
+10% +$124K 0.09% 214
2024
Q2
$1.39M Sell
4,632
-3,918
-46% -$1.17M 0.1% 194
2024
Q1
$2.48M Buy
8,550
+5,229
+157% +$1.52M 0.15% 147
2023
Q4
$840K Buy
3,321
+208
+7% +$52.6K 0.16% 155
2023
Q3
$825K Buy
3,113
+474
+18% +$126K 0.15% 142
2023
Q2
$654K Buy
2,639
+119
+5% +$29.5K 0.12% 192
2023
Q1
$576K Buy
+2,520
New +$576K 0.12% 196