Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.65M Buy
195,373
+7,763
+4% +$225K 0.03% 258
2025
Q1
$5.31M Sell
187,610
-16,159
-8% -$457K 0.03% 251
2024
Q4
$4.64M Sell
203,769
-44,786
-18% -$1.02M 0.02% 273
2024
Q3
$5.47M Buy
248,555
+15,749
+7% +$346K 0.03% 262
2024
Q2
$4.45M Sell
232,806
-48,078
-17% -$919K 0.02% 269
2024
Q1
$5.77M Sell
280,884
-36,040
-11% -$741K 0.03% 260
2023
Q4
$5.32M Buy
316,924
+103,019
+48% +$1.73M 0.03% 267
2023
Q3
$3.21M Sell
213,905
-36,286
-15% -$545K 0.02% 312
2023
Q2
$3.99M Buy
250,191
+47,696
+24% +$761K 0.03% 286
2023
Q1
$3.9M Sell
202,495
-1,381
-0.7% -$26.6K 0.03% 296
2022
Q4
$3.75M Buy
+203,876
New +$3.75M 0.03% 297