Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
3,463
+130
+4% +$39K 0.07% 207
2025
Q1
$927K Buy
3,333
+312
+10% +$86.8K 0.08% 193
2024
Q4
$679K Sell
3,021
-155
-5% -$34.8K 0.06% 216
2024
Q3
$715K Sell
3,176
-29
-0.9% -$6.53K 0.06% 216
2024
Q2
$722K Buy
3,205
+67
+2% +$15.1K 0.07% 202
2024
Q1
$763K Sell
3,138
-2,932
-48% -$712K 0.07% 201
2023
Q4
$1.25M Buy
6,070
+3,133
+107% +$643K 0.05% 221
2023
Q3
$529K Buy
+2,937
New +$529K 0.07% 176