Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.01M Buy
6,421
+332
+5% +$156K 0.2% 73
2025
Q1
$2.84M Buy
6,089
+478
+9% +$223K 0.23% 74
2024
Q4
$2.35M Sell
5,611
-1,298
-19% -$543K 0.21% 76
2024
Q3
$3.29M Buy
6,909
+240
+4% +$114K 0.29% 60
2024
Q2
$2.93M Buy
6,669
+120
+2% +$52.7K 0.27% 64
2024
Q1
$3.04M Sell
6,549
-5,959
-48% -$2.77M 0.29% 62
2023
Q4
$5.14M Buy
12,508
+7,197
+136% +$2.96M 0.22% 70
2023
Q3
$1.98M Buy
+5,311
New +$1.98M 0.25% 62