Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$888K Sell
32,190
-9,764
-23% -$269K 0.02% 235
2025
Q1
$1.19M Sell
41,954
-5,686
-12% -$161K 0.03% 213
2024
Q4
$1.98M Buy
47,640
+31,349
+192% +$1.3M 0.05% 155
2024
Q3
$1.09M Buy
16,291
+1,765
+12% +$118K 0.03% 213
2024
Q2
$1.72M Buy
14,526
+1,526
+12% +$181K 0.05% 166
2024
Q1
$1.39M Sell
13,000
-1,264
-9% -$135K 0.05% 181
2023
Q4
$1.42M Buy
14,264
+365
+3% +$36.3K 0.06% 156
2023
Q3
$1.44M Buy
13,899
+2,361
+20% +$244K 0.07% 129
2023
Q2
$1.4M Buy
11,538
+2,566
+29% +$312K 0.07% 136
2023
Q1
$1.38M Buy
8,972
+4,780
+114% +$734K 0.07% 119
2022
Q4
$753K Sell
4,192
-3,031
-42% -$544K 0.05% 169
2022
Q3
$854K Sell
7,223
-1,268
-15% -$150K 0.06% 139
2022
Q2
$1.21M Sell
8,491
-7,244
-46% -$1.03M 0.07% 132
2022
Q1
$2.71M Buy
15,735
+8,620
+121% +$1.49M 0.12% 74
2021
Q4
$1.81M Buy
7,115
+680
+11% +$173K 0.09% 103
2021
Q3
$2.48M Buy
6,435
+3,984
+163% +$1.53M 0.14% 86
2021
Q2
$769K Buy
+2,451
New +$769K 0.05% 131