Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.57M Buy
18,414
+2,575
+16% +$919K 0.17% 121
2025
Q1
$6.32M Buy
15,839
+5,739
+57% +$2.29M 0.2% 97
2024
Q4
$3.63M Buy
10,100
+148
+1% +$53.2K 0.11% 159
2024
Q3
$3.44M Sell
9,952
-181
-2% -$62.6K 0.1% 166
2024
Q2
$2.97M Sell
10,133
-836
-8% -$245K 0.09% 212
2024
Q1
$3.66M Sell
10,969
-226
-2% -$75.4K 0.11% 188
2023
Q4
$3.26M Buy
11,195
+133
+1% +$38.7K 0.1% 186
2023
Q3
$3.59M Sell
11,062
-465
-4% -$151K 0.13% 152
2023
Q2
$3.98M Buy
11,527
+1,302
+13% +$449K 0.12% 150
2023
Q1
$3.22M Buy
10,225
+807
+9% +$254K 0.11% 176
2022
Q4
$2.83M Buy
+9,418
New +$2.83M 0.1% 188