Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
13,797
+1,239
+10% +$122K 0.08% 231
2025
Q1
$1.31M Buy
12,558
+2,067
+20% +$216K 0.08% 227
2024
Q4
$1.42M Sell
10,491
-329
-3% -$44.5K 0.09% 216
2024
Q3
$1.69M Sell
10,820
-203
-2% -$31.6K 0.11% 184
2024
Q2
$1.63M Buy
11,023
+1,639
+17% +$243K 0.12% 172
2024
Q1
$1.66M Buy
9,384
+3,605
+62% +$639K 0.1% 234
2023
Q4
$823K Sell
5,779
-458
-7% -$65.2K 0.15% 158
2023
Q3
$690K Buy
6,237
+564
+10% +$62.4K 0.13% 176
2023
Q2
$748K Buy
5,673
+132
+2% +$17.4K 0.13% 167
2023
Q1
$918K Buy
+5,541
New +$918K 0.19% 119