Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Buy
303,240
+16,638
+6% +$141K 0.02% 485
2025
Q1
$2.33M Buy
286,602
+80,275
+39% +$653K 0.02% 472
2024
Q4
$1.43M Sell
206,327
-7,249
-3% -$50.1K 0.01% 537
2024
Q3
$1.54M Sell
213,576
-27,606
-11% -$200K 0.01% 504
2024
Q2
$1.83M Buy
241,182
+38,321
+19% +$291K 0.02% 407
2024
Q1
$1.36M Buy
+202,861
New +$1.36M 0.02% 460