Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
52,008
+20,230
+64% +$423K 0.12% 157
2025
Q1
$762K Buy
31,778
+486
+2% +$11.7K 0.09% 197
2024
Q4
$668K Sell
31,292
-1,786
-5% -$38.1K 0.08% 222
2024
Q3
$765K Buy
33,078
+6,346
+24% +$147K 0.09% 197
2024
Q2
$486K Sell
26,732
-6,091
-19% -$111K 0.06% 256
2024
Q1
$704K Buy
32,823
+2,315
+8% +$49.7K 0.09% 206
2023
Q4
$657K Buy
+30,508
New +$657K 0.09% 217