Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.36M Buy
178,752
+13,276
+8% +$398K 0.04% 313
2025
Q1
$3.63M Buy
165,476
+7,017
+4% +$154K 0.04% 379
2024
Q4
$3.48M Buy
158,459
+11,439
+8% +$251K 0.03% 395
2024
Q3
$3.61M Sell
147,020
-3,137
-2% -$77K 0.03% 387
2024
Q2
$3.15M Buy
150,157
+9,511
+7% +$199K 0.03% 399
2024
Q1
$2.5M Sell
140,646
-5,778
-4% -$103K 0.03% 460
2023
Q4
$2.37M Sell
146,424
-8,514
-5% -$138K 0.03% 435
2023
Q3
$2.63M Buy
154,938
+2,566
+2% +$43.6K 0.04% 384
2023
Q2
$2.65M Buy
+152,372
New +$2.65M 0.04% 392