Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$854K Sell
35,229
-15,738
-31% -$381K 0.06% 243
2025
Q1
$1.29M Buy
50,967
+2,348
+5% +$59.5K 0.11% 142
2024
Q4
$1.29M Buy
48,619
+973
+2% +$25.8K 0.12% 129
2024
Q3
$1.38M Sell
47,646
-4,979
-9% -$144K 0.12% 128
2024
Q2
$1.47M Buy
52,625
+772
+1% +$21.6K 0.14% 112
2024
Q1
$1.44M Sell
51,853
-77,035
-60% -$2.14M 0.14% 113
2023
Q4
$3.71M Buy
128,888
+98,405
+323% +$2.83M 0.16% 90
2023
Q3
$1.01M Buy
+30,483
New +$1.01M 0.13% 104