Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2,160
+258
+14% +$129K 0.07% 195
2025
Q1
$886K Buy
1,902
+169
+10% +$78.7K 0.07% 206
2024
Q4
$820K Buy
1,733
+67
+4% +$31.7K 0.07% 187
2024
Q3
$791K Sell
1,666
-25
-1% -$11.9K 0.07% 205
2024
Q2
$712K Buy
1,691
+68
+4% +$28.6K 0.07% 203
2024
Q1
$638K Sell
1,623
-1,607
-50% -$632K 0.06% 231
2023
Q4
$1.26M Buy
3,230
+2,046
+173% +$799K 0.05% 218
2023
Q3
$374K Buy
+1,184
New +$374K 0.05% 234