Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
38,652
+1,051
+3% +$30.4K 0.02% 177
2025
Q1
$1.06M Buy
37,601
+40
+0.1% +$1.13K 0.02% 189
2024
Q4
$855K Buy
37,561
+579
+2% +$13.2K 0.02% 196
2024
Q3
$814K Sell
36,982
-1,842
-5% -$40.5K 0.02% 209
2024
Q2
$742K Sell
38,824
-1,802
-4% -$34.4K 0.02% 192
2024
Q1
$715K Sell
40,626
-1,778
-4% -$31.3K 0.02% 207
2023
Q4
$712K Buy
+42,404
New +$712K 0.02% 203