Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
3,848
+288
+8% +$103K 0.09% 156
2025
Q1
$1.42M Buy
3,560
+439
+14% +$175K 0.12% 132
2024
Q4
$1.12M Sell
3,121
-247
-7% -$88.7K 0.1% 146
2024
Q3
$1.17M Buy
3,368
+20
+0.6% +$6.92K 0.1% 149
2024
Q2
$983K Sell
3,348
-163
-5% -$47.9K 0.09% 159
2024
Q1
$1.17M Sell
3,511
-3,293
-48% -$1.1M 0.11% 135
2023
Q4
$1.98M Buy
6,804
+4,105
+152% +$1.19M 0.08% 149
2023
Q3
$875K Buy
+2,699
New +$875K 0.11% 116