Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Sell
190,734
-21,381
-10% -$447K 0.02% 316
2025
Q1
$5.09M Buy
212,115
+9,290
+5% +$223K 0.03% 263
2024
Q4
$4.33M Buy
202,825
+6,252
+3% +$134K 0.02% 289
2024
Q3
$4.55M Buy
196,573
+352
+0.2% +$8.14K 0.02% 279
2024
Q2
$3.57M Buy
196,221
+13,616
+7% +$248K 0.02% 305
2024
Q1
$3.92M Buy
182,605
+132,522
+265% +$2.84M 0.02% 288
2023
Q4
$1.08M Buy
50,083
+23,268
+87% +$501K 0.01% 443
2023
Q3
$539K Buy
+26,815
New +$539K ﹤0.01% 547