Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Buy
5,645
+785
+16% +$304K 0.14% 99
2025
Q1
$1.86M Buy
4,860
+1,720
+55% +$660K 0.15% 97
2024
Q4
$1.4M Sell
3,140
-1,231
-28% -$547K 0.13% 120
2024
Q3
$2.26M Buy
4,371
+121
+3% +$62.7K 0.2% 81
2024
Q2
$2.36M Buy
4,250
+104
+3% +$57.8K 0.22% 76
2024
Q1
$2.09M Sell
4,146
-4,786
-54% -$2.42M 0.2% 85
2023
Q4
$5.33M Buy
8,932
+5,337
+148% +$3.18M 0.22% 68
2023
Q3
$1.83M Buy
+3,595
New +$1.83M 0.23% 68