Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.32M Buy
69,037
+24,091
+54% +$1.16M 0.04% 370
2025
Q1
$2.18M Buy
44,946
+16,491
+58% +$801K 0.03% 454
2024
Q4
$1.39M Sell
28,455
-4,866
-15% -$238K 0.02% 529
2024
Q3
$2.07M Sell
33,321
-3,548
-10% -$220K 0.05% 378
2024
Q2
$2.1M Buy
36,869
+4,019
+12% +$229K 0.06% 351
2024
Q1
$1.9M Sell
32,850
-1,685
-5% -$97.2K 0.04% 386
2023
Q4
$2.36M Buy
34,535
+2,924
+9% +$200K 0.06% 332
2023
Q3
$1.8M Buy
+31,611
New +$1.8M 0.06% 336