Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
250,067
+47,594
+24% +$437K 0.03% 463
2025
Q1
$1.96M Buy
202,473
+55,714
+38% +$540K 0.03% 492
2024
Q4
$1.38M Buy
146,759
+4,349
+3% +$40.9K 0.02% 532
2024
Q3
$1.61M Sell
142,410
-10,160
-7% -$115K 0.04% 466
2024
Q2
$1.49M Sell
152,570
-9,509
-6% -$93K 0.04% 465
2024
Q1
$1.54M Buy
162,079
+107,023
+194% +$1.02M 0.03% 449
2023
Q4
$531K Sell
55,056
-2,930
-5% -$28.2K 0.01% 760
2023
Q3
$531K Buy
+57,986
New +$531K 0.02% 681