Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
3,901
+251
+7% +$72.7K 0.07% 186
2025
Q1
$1.1M Buy
3,650
+85
+2% +$25.7K 0.09% 169
2024
Q4
$985K Buy
3,565
+268
+8% +$74K 0.09% 161
2024
Q3
$951K Sell
3,297
-10
-0.3% -$2.88K 0.08% 173
2024
Q2
$843K Buy
3,307
+97
+3% +$24.7K 0.08% 180
2024
Q1
$832K Sell
3,210
-2,858
-47% -$741K 0.08% 188
2023
Q4
$1.37M Buy
6,068
+3,213
+113% +$726K 0.06% 199
2023
Q3
$594K Buy
+2,855
New +$594K 0.07% 161