Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.41M Buy
21,132
+11,284
+115% +$2.36M 0.05% 304
2025
Q1
$2.14M Buy
9,848
+2,932
+42% +$637K 0.03% 462
2024
Q4
$1.43M Buy
6,916
+246
+4% +$50.7K 0.03% 516
2024
Q3
$1.17M Buy
6,670
+335
+5% +$59K 0.03% 574
2024
Q2
$1.03M Sell
6,335
-3,641
-36% -$593K 0.03% 585
2024
Q1
$1.49M Sell
9,976
-179
-2% -$26.6K 0.03% 462
2023
Q4
$1.31M Sell
10,155
-876
-8% -$113K 0.03% 485
2023
Q3
$1.16M Buy
+11,031
New +$1.16M 0.04% 467