Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
27,517
-857
-3% -$32.9K 0.01% 716
2025
Q1
$1.1M Buy
28,374
+8,294
+41% +$321K 0.02% 691
2024
Q4
$679K Buy
20,080
+813
+4% +$27.5K 0.01% 811
2024
Q3
$788K Buy
19,267
+1,735
+10% +$70.9K 0.02% 722
2024
Q2
$675K Buy
17,532
+5,698
+48% +$219K 0.02% 745
2024
Q1
$507K Buy
11,834
+1,173
+11% +$50.3K 0.01% 820
2023
Q4
$395K Buy
10,661
+971
+10% +$36K 0.01% 887
2023
Q3
$351K Buy
+9,690
New +$351K 0.01% 828