Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.03M Buy
68,159
+24,276
+55% +$1.79M 0.03% 298
2025
Q1
$2.7M Buy
43,883
+8,523
+24% +$524K 0.02% 427
2024
Q4
$1.98M Sell
35,360
-11,240
-24% -$628K 0.02% 450
2024
Q3
$3.37M Buy
46,600
+10,846
+30% +$784K 0.03% 295
2024
Q2
$2.09M Buy
35,754
+153
+0.4% +$8.95K 0.02% 362
2024
Q1
$2.01M Sell
35,601
-245
-0.7% -$13.8K 0.02% 353
2023
Q4
$1.83M Buy
35,846
+2,275
+7% +$116K 0.02% 309
2023
Q3
$2.22M Sell
33,571
-125
-0.4% -$8.27K 0.03% 246
2023
Q2
$2.18M Buy
+33,696
New +$2.18M 0.03% 243