Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
3,596
+299
+9% +$107K 0.04% 49
2025
Q1
$896K Sell
3,297
-30
-0.9% -$8.16K 0.03% 50
2024
Q4
$1.1M Buy
3,327
+225
+7% +$74.7K 0.03% 48
2024
Q3
$1.03M Buy
3,102
+78
+3% +$25.9K 0.03% 48
2024
Q2
$948K Buy
3,024
+178
+6% +$55.8K 0.03% 48
2024
Q1
$890K Buy
+2,846
New +$890K 0.02% 48