Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
+16,259
New +$1.54M 0.04% 228
2024
Q2
Sell
-21,742
Closed -$3.15M 450
2024
Q1
$3.15M Buy
21,742
+1,656
+8% +$240K 0.09% 142
2023
Q4
$2.84M Sell
20,086
-78
-0.4% -$11K 0.09% 146
2023
Q3
$2.71M Buy
20,164
+27
+0.1% +$3.62K 0.09% 142
2023
Q2
$2.89M Buy
20,137
+2,128
+12% +$305K 0.1% 138
2023
Q1
$2.51M Buy
18,009
+706
+4% +$98.5K 0.09% 150
2022
Q4
$2.15M Buy
17,303
+9,424
+120% +$1.17M 0.08% 156
2022
Q3
$943K Buy
7,879
+60
+0.8% +$7.18K 0.04% 260
2022
Q2
$985K Buy
+7,819
New +$985K 0.04% 257