Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.37M Buy
21,996
+2,629
+14% +$762K 0.07% 222
2025
Q1
$5.85M Sell
19,367
-10,329
-35% -$3.12M 0.09% 204
2024
Q4
$8.21M Buy
29,696
+15,153
+104% +$4.19M 0.14% 150
2024
Q3
$4.19M Buy
14,543
+1,078
+8% +$311K 0.11% 178
2024
Q2
$3.43M Buy
13,465
+123
+0.9% +$31.4K 0.09% 221
2024
Q1
$3.46M Sell
13,342
-181
-1% -$46.9K 0.07% 269
2023
Q4
$3.06M Buy
13,523
+8
+0.1% +$1.81K 0.08% 281
2023
Q3
$2.81M Buy
+13,515
New +$2.81M 0.09% 241