Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
65,229
+18,074
+38% +$694K 0.05% 343
2025
Q1
$1.59M Buy
47,155
+4
+0% +$135 0.04% 424
2024
Q4
$1.59M Sell
47,151
-5,374
-10% -$182K 0.04% 422
2024
Q3
$2.15M Sell
52,525
-3,396
-6% -$139K 0.05% 320
2024
Q2
$2.15M Buy
55,921
+5,252
+10% +$202K 0.06% 287
2024
Q1
$2.17M Buy
50,669
+303
+0.6% +$13K 0.07% 262
2023
Q4
$1.87M Buy
+50,366
New +$1.87M 0.07% 269