Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,234
+307
+10% +$96.2K 0.36% 50
2025
Q1
$649K Buy
+2,927
New +$649K 0.28% 62
2024
Q3
$467K Buy
2,118
+517
+32% +$114K 0.18% 80
2024
Q2
$420K Buy
1,601
+3
+0.2% +$787 0.18% 78
2024
Q1
$284K Buy
+1,598
New +$284K 0.13% 94
2023
Q3
$236K Sell
1,063
-95
-8% -$21.1K 0.12% 95
2023
Q2
$289K Buy
1,158
+115
+11% +$28.7K 0.15% 87
2023
Q1
$231K Buy
+1,043
New +$231K 0.12% 96