Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Buy
3,620
+907
+33% +$714K 0.19% 77
2025
Q1
$1.67M Buy
2,713
+944
+53% +$580K 0.14% 110
2024
Q4
$1.11M Sell
1,769
-127
-7% -$79.8K 0.1% 148
2024
Q3
$1.18M Buy
1,896
+217
+13% +$135K 0.1% 145
2024
Q2
$1.1M Sell
1,679
-161
-9% -$106K 0.1% 141
2024
Q1
$1.2M Sell
1,840
-1,240
-40% -$806K 0.11% 132
2023
Q4
$1.93M Buy
3,080
+2,255
+273% +$1.41M 0.08% 155
2023
Q3
$422K Buy
+825
New +$422K 0.05% 211