Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
37,356
+1,810
+5% +$52.4K 0.19% 130
2025
Q1
$1.01M Buy
35,546
+846
+2% +$23.9K 0.21% 116
2024
Q4
$790K Sell
34,700
-674
-2% -$15.3K 0.16% 150
2024
Q3
$778K Buy
35,374
+6,402
+22% +$141K 0.18% 128
2024
Q2
$554K Buy
28,972
+402
+1% +$7.68K 0.17% 124
2024
Q1
$503K Buy
+28,570
New +$503K 0.19% 114