Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
57,595
+351
+0.6% +$7.68K 0.09% 225
2025
Q1
$1.12M Buy
57,244
+6,805
+13% +$133K 0.09% 229
2024
Q4
$790K Sell
50,439
-1,108
-2% -$17.4K 0.06% 280
2024
Q3
$936K Buy
51,547
+1,105
+2% +$20.1K 0.07% 264
2024
Q2
$865K Sell
50,442
-1,540
-3% -$26.4K 0.08% 258
2024
Q1
$857K Buy
51,982
+3,199
+7% +$52.8K 0.08% 257
2023
Q4
$733K Buy
+48,783
New +$733K 0.07% 266