Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
15,199
+379
+3% +$27.2K 0.07% 194
2025
Q1
$1M Buy
14,820
+778
+6% +$52.7K 0.08% 186
2024
Q4
$859K Sell
14,042
-921
-6% -$56.3K 0.08% 180
2024
Q3
$857K Buy
14,963
+23
+0.2% +$1.32K 0.08% 189
2024
Q2
$746K Buy
14,940
+140
+0.9% +$6.99K 0.07% 195
2024
Q1
$846K Sell
14,800
-13,344
-47% -$762K 0.08% 185
2023
Q4
$1.29M Buy
28,144
+17,672
+169% +$808K 0.05% 211
2023
Q3
$469K Buy
+10,472
New +$469K 0.06% 194