Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
3,354
+91
+3% +$32.3K 0.29% 65
2025
Q1
$1.14M Buy
3,263
+267
+9% +$93.6K 0.32% 57
2024
Q4
$947K Buy
2,996
+155
+5% +$49K 0.28% 62
2024
Q3
$781K Buy
2,841
+123
+5% +$33.8K 0.23% 73
2024
Q2
$713K Buy
2,718
+97
+4% +$25.5K 0.23% 79
2024
Q1
$732K Buy
+2,621
New +$732K 0.26% 70
2023
Q2
$648K Sell
2,730
-107
-4% -$25.4K 0.2% 90
2023
Q1
$640K Buy
+2,837
New +$640K 0.21% 81