Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
3,082
+190
+7% +$149K 0.24% 116
2025
Q1
$1.92M Buy
2,892
+98
+4% +$64.9K 0.21% 125
2024
Q4
$1.94M Buy
2,794
+1,525
+120% +$1.06M 0.18% 124
2024
Q3
$1.06M Sell
1,269
-560
-31% -$467K 0.06% 188
2024
Q2
$1.87M Sell
1,829
-26
-1% -$26.6K 0.15% 121
2024
Q1
$1.8M Buy
1,855
+96
+5% +$93.2K 0.18% 132
2023
Q4
$1.33M Buy
+1,759
New +$1.33M 0.15% 149