Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.34M Buy
68,898
+23,036
+50% +$1.12M 0.04% 368
2025
Q1
$2.18M Buy
45,862
+9,408
+26% +$447K 0.03% 455
2024
Q4
$1.58M Sell
36,454
-2,963
-8% -$128K 0.03% 477
2024
Q3
$2.76M Buy
39,417
+4,775
+14% +$334K 0.07% 307
2024
Q2
$2.28M Buy
34,642
+5,444
+19% +$358K 0.06% 328
2024
Q1
$2.29M Buy
29,198
+1,086
+4% +$85.2K 0.05% 346
2023
Q4
$2.67M Sell
28,112
-2,525
-8% -$240K 0.07% 308
2023
Q3
$3.14M Buy
+30,637
New +$3.14M 0.1% 218