Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
30,805
+797
+3% +$30.6K 0.13% 146
2025
Q1
$1.16M Buy
30,008
+2,135
+8% +$82.7K 0.15% 133
2024
Q4
$943K Sell
27,873
-4,806
-15% -$163K 0.12% 141
2024
Q3
$1.34M Buy
32,679
+2,015
+7% +$82.4K 0.18% 124
2024
Q2
$1.18M Buy
30,664
+6,030
+24% +$232K 0.17% 122
2024
Q1
$1.06M Buy
24,634
+6,696
+37% +$287K 0.17% 125
2023
Q4
$665K Buy
+17,938
New +$665K 0.11% 145