Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
32,803
+597
+2% +$40.7K 0.03% 469
2025
Q1
$1.92M Buy
32,206
+18,475
+135% +$1.1M 0.03% 494
2024
Q4
$830K Sell
13,731
-625
-4% -$37.8K 0.01% 712
2024
Q3
$1.03M Sell
14,356
-2,871
-17% -$207K 0.03% 617
2024
Q2
$1.21M Buy
17,227
+1,431
+9% +$101K 0.03% 523
2024
Q1
$1.26M Buy
15,796
+2,625
+20% +$209K 0.03% 509
2023
Q4
$1.18M Buy
13,171
+525
+4% +$47.1K 0.03% 512
2023
Q3
$1.25M Buy
+12,646
New +$1.25M 0.04% 449