Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.47M Buy
327,802
+16,549
+5% +$175K 0.04% 359
2025
Q1
$2.36M Sell
311,253
-18,685
-6% -$142K 0.03% 425
2024
Q4
$2.67M Sell
329,938
-12,759
-4% -$103K 0.05% 349
2024
Q3
$3.15M Buy
342,697
+197,406
+136% +$1.82M 0.08% 262
2024
Q2
$1.31M Sell
145,291
-5,838
-4% -$52.8K 0.04% 505
2024
Q1
$1.06M Buy
151,129
+39,337
+35% +$275K 0.02% 555
2023
Q4
$617K Buy
111,792
+45,438
+68% +$251K 0.02% 703
2023
Q3
$323K Buy
+66,354
New +$323K 0.01% 870