Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
2,368
+411
+21% +$229K 0.01% 437
2025
Q1
$1.12M Sell
1,957
-199
-9% -$114K 0.01% 452
2024
Q4
$1.5M Sell
2,156
-519
-19% -$362K 0.01% 390
2024
Q3
$1.42M Buy
2,675
+236
+10% +$125K 0.01% 414
2024
Q2
$1.44M Sell
2,439
-157
-6% -$92.6K 0.01% 386
2024
Q1
$1.63M Sell
2,596
-634
-20% -$397K 0.01% 386
2023
Q4
$1.88M Sell
3,230
-1
-0% -$581 0.01% 340
2023
Q3
$1.59M Buy
3,231
+144
+5% +$70.9K 0.01% 358
2023
Q2
$1.64M Sell
3,087
-469
-13% -$250K 0.01% 351
2023
Q1
$1.52M Sell
3,556
-1,545
-30% -$662K 0.01% 357
2022
Q4
$1.47M Sell
5,101
-1,364
-21% -$394K 0.01% 361
2022
Q3
$1.75M Buy
6,465
+839
+15% +$227K 0.02% 333
2022
Q2
$1.69M Buy
+5,626
New +$1.69M 0.02% 348