Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
18,269
+678
+4% +$63.3K 0.29% 49
2025
Q1
$1.28M Buy
17,591
+2,723
+18% +$198K 0.25% 62
2024
Q4
$897K Sell
14,868
-28
-0.2% -$1.69K 0.19% 72
2024
Q3
$1.12M Buy
14,896
+28
+0.2% +$2.1K 0.25% 58
2024
Q2
$1.08M Hold
14,868
0.25% 62
2024
Q1
$1.14M Buy
14,868
+89
+0.6% +$6.85K 0.32% 55
2023
Q4
$907K Buy
14,779
+474
+3% +$29.1K 0.28% 62
2023
Q3
$658K Sell
14,305
-2,408
-14% -$111K 0.24% 72
2023
Q2
$722K Sell
16,713
-26,755
-62% -$1.16M 0.23% 86
2023
Q1
$1.38M Sell
43,468
-1,480
-3% -$46.9K 0.6% 37
2022
Q4
$1.11M Buy
+44,948
New +$1.11M 0.51% 46