Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
79,618
+2,832
+4% +$61.9K 0.02% 540
2025
Q1
$1.5M Buy
76,786
+26,499
+53% +$519K 0.02% 578
2024
Q4
$788K Sell
50,287
-6,630
-12% -$104K 0.01% 739
2024
Q3
$1.03M Buy
56,917
+7,616
+15% +$138K 0.03% 618
2024
Q2
$845K Buy
49,301
+7,944
+19% +$136K 0.02% 657
2024
Q1
$682K Buy
41,357
+4,102
+11% +$67.6K 0.01% 695
2023
Q4
$560K Buy
37,255
+1,378
+4% +$20.7K 0.01% 739
2023
Q3
$473K Buy
+35,877
New +$473K 0.01% 721