Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
8,322
+1,452
+21% +$518K 0.01% 398
2025
Q1
$2.74M Buy
6,870
+280
+4% +$112K 0.01% 372
2024
Q4
$2.37M Sell
6,590
-2,374
-26% -$853K 0.01% 446
2024
Q3
$3.1M Buy
8,964
+659
+8% +$228K 0.02% 422
2024
Q2
$2.44M Buy
8,305
+946
+13% +$278K 0.01% 371
2024
Q1
$2.46M Sell
7,359
-1,645
-18% -$549K 0.01% 384
2023
Q4
$2.62M Buy
9,004
+4,854
+117% +$1.41M 0.02% 460
2023
Q3
$1.35M Sell
4,150
-766
-16% -$248K 0.01% 525
2023
Q2
$1.7M Sell
4,916
-255
-5% -$88K 0.01% 482
2023
Q1
$1.63M Buy
5,171
+1,276
+33% +$402K 0.01% 521
2022
Q4
$1.17M Buy
+3,895
New +$1.17M 0.01% 568