Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
5,133
+1,613
+46% +$528K 0.11% 132
2025
Q1
$1.1M Buy
3,520
+325
+10% +$102K 0.09% 168
2024
Q4
$1.11M Sell
3,195
-209
-6% -$72.9K 0.1% 147
2024
Q3
$1.1M Buy
3,404
+48
+1% +$15.5K 0.1% 154
2024
Q2
$930K Buy
3,356
+7
+0.2% +$1.94K 0.09% 165
2024
Q1
$987K Sell
3,349
-3,249
-49% -$957K 0.09% 156
2023
Q4
$1.58M Buy
6,598
+4,265
+183% +$1.02M 0.07% 183
2023
Q3
$533K Buy
+2,333
New +$533K 0.07% 173