Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.54M Buy
226,557
+2,178
+1% +$53.3K 0.04% 226
2025
Q1
$6.21M Buy
224,379
+11,638
+5% +$322K 0.05% 193
2024
Q4
$6.94M Sell
212,741
-11,041
-5% -$360K 0.05% 184
2024
Q3
$8.03M Buy
223,782
+47,622
+27% +$1.71M 0.06% 175
2024
Q2
$6.17M Buy
176,160
+32,927
+23% +$1.15M 0.05% 190
2024
Q1
$4.33M Buy
143,233
+37,529
+36% +$1.13M 0.04% 184
2023
Q4
$3.18M Buy
105,704
+3,255
+3% +$97.9K 0.04% 205
2023
Q3
$2.63M Hold
102,449
0.03% 209
2023
Q2
$3.15M Buy
+102,449
New +$3.15M 0.04% 204