Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
11,511
+1,380
+14% +$242K 0.02% 479
2025
Q1
$1.83M Sell
10,131
-226
-2% -$40.9K 0.02% 469
2024
Q4
$2.17M Buy
10,357
+803
+8% +$168K 0.02% 441
2024
Q3
$2.05M Buy
9,554
+737
+8% +$158K 0.02% 440
2024
Q2
$1.77M Buy
8,817
+1,240
+16% +$249K 0.02% 442
2024
Q1
$1.85M Buy
7,577
+1,108
+17% +$270K 0.02% 435
2023
Q4
$1.4M Buy
6,469
+435
+7% +$94.4K 0.02% 464
2023
Q3
$1.26M Buy
+6,034
New +$1.26M 0.02% 455