Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
6,962
+1,294
+23% +$462K 0.16% 88
2025
Q1
$1.54M Buy
5,668
+144
+3% +$39.1K 0.13% 122
2024
Q4
$1.83M Sell
5,524
-230
-4% -$76.3K 0.17% 92
2024
Q3
$1.91M Sell
5,754
-11
-0.2% -$3.65K 0.17% 94
2024
Q2
$1.81M Buy
5,765
+64
+1% +$20.1K 0.17% 94
2024
Q1
$1.78M Sell
5,701
-5,507
-49% -$1.72M 0.17% 96
2023
Q4
$2.7M Buy
11,208
+6,651
+146% +$1.6M 0.11% 115
2023
Q3
$972K Buy
+4,557
New +$972K 0.12% 108