Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
38,885
+325
+0.8% +$9.73K 0.04% 377
2025
Q1
$1.3M Buy
38,560
+17,543
+83% +$593K 0.05% 326
2024
Q4
$621K Buy
+21,017
New +$621K 0.02% 481
2024
Q3
Sell
-5,952
Closed -$215K 775
2024
Q2
$215K Sell
5,952
-5
-0.1% -$180 0.01% 552
2024
Q1
$224K Buy
+5,957
New +$224K 0.01% 555
2023
Q4
Sell
-6,364
Closed -$246K 583
2023
Q3
$246K Sell
6,364
-2,035
-24% -$78.8K 0.02% 504
2023
Q2
$296K Buy
8,399
+2,480
+42% +$87.5K 0.02% 482
2023
Q1
$225K Sell
5,919
-487
-8% -$18.5K 0.02% 462
2022
Q4
$224K Buy
+6,406
New +$224K 0.02% 442