Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
39,948
+6,971
+21% +$518K 0.01% 399
2025
Q1
$2.65M Buy
32,977
+579
+2% +$46.5K 0.01% 396
2024
Q4
$2.53M Sell
32,398
-11,022
-25% -$861K 0.01% 392
2024
Q3
$3.32M Buy
43,420
+14,175
+48% +$1.08M 0.02% 348
2024
Q2
$2.32M Buy
29,245
+1,154
+4% +$91.4K 0.01% 417
2024
Q1
$2.35M Sell
28,091
-4,592
-14% -$385K 0.01% 428
2023
Q4
$2.82M Sell
32,683
-3,806
-10% -$328K 0.02% 429
2023
Q3
$2.89M Sell
36,489
-5,418
-13% -$429K 0.02% 393
2023
Q2
$3.51M Buy
41,907
+15
+0% +$1.26K 0.03% 373
2023
Q1
$3.58M Sell
41,892
-5,006
-11% -$428K 0.02% 323
2022
Q4
$3.31M Buy
+46,898
New +$3.31M 0.02% 384