Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Buy
320,756
+70,095
+28% +$606K 0.07% 236
2025
Q1
$2.21M Buy
250,661
+105,808
+73% +$931K 0.07% 226
2024
Q4
$1.32M Sell
144,853
-55
-0% -$500 0.04% 345
2024
Q3
$1.31M Buy
144,908
+16
+0% +$145 0.04% 342
2024
Q2
$1.2M Buy
144,892
+89
+0.1% +$738 0.03% 382
2024
Q1
$1.19M Buy
144,803
+72,777
+101% +$596K 0.03% 395
2023
Q4
$564K Sell
72,026
-575
-0.8% -$4.5K 0.02% 551
2023
Q3
$494K Sell
72,601
-2,527
-3% -$17.2K 0.02% 541
2023
Q2
$640K Buy
75,128
+248
+0.3% +$2.11K 0.02% 518
2023
Q1
$576K Buy
74,880
+19,884
+36% +$153K 0.02% 535
2022
Q4
$392K Buy
+54,996
New +$392K 0.01% 612