Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.24M Buy
33,399
+3,568
+12% +$560K 0.04% 274
2025
Q1
$3.85M Buy
29,831
+2,765
+10% +$357K 0.03% 309
2024
Q4
$3.87M Buy
27,066
+1,462
+6% +$209K 0.04% 287
2024
Q3
$3.83M Buy
25,604
+1,522
+6% +$228K 0.04% 252
2024
Q2
$3.11M Buy
24,082
+933
+4% +$121K 0.04% 251
2024
Q1
$3.15M Sell
23,149
-1,163
-5% -$158K 0.04% 257
2023
Q4
$2.9M Buy
+24,312
New +$2.9M 0.04% 282