Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
36,027
-2,205
-6% -$120K 0.02% 506
2025
Q1
$1.93M Buy
38,232
+12,042
+46% +$607K 0.03% 493
2024
Q4
$1.19M Buy
26,190
+1,772
+7% +$80.5K 0.02% 580
2024
Q3
$1.16M Buy
24,418
+5,365
+28% +$255K 0.03% 579
2024
Q2
$874K Buy
19,053
+3,771
+25% +$173K 0.02% 640
2024
Q1
$662K Buy
15,282
+1,220
+9% +$52.8K 0.01% 706
2023
Q4
$558K Buy
14,062
+1,702
+14% +$67.5K 0.01% 741
2023
Q3
$417K Buy
+12,360
New +$417K 0.01% 762