Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.56M Buy
33,492
+236
+0.7% +$32.1K 0.05% 106
2025
Q1
$4.41M Sell
33,256
-1,500
-4% -$199K 0.06% 101
2024
Q4
$3.93M Sell
34,756
-3,939
-10% -$446K 0.05% 104
2024
Q3
$4.02M Buy
38,695
+9,546
+33% +$992K 0.05% 94
2024
Q2
$3.31M Buy
29,149
+5,712
+24% +$649K 0.05% 90
2024
Q1
$2.66M Buy
23,437
+316
+1% +$35.9K 0.04% 89
2023
Q4
$2.24M Buy
23,121
+1,316
+6% +$127K 0.04% 98
2023
Q3
$2.38M Buy
21,805
+3,125
+17% +$341K 0.04% 102
2023
Q2
$1.89M Sell
18,680
-6,693
-26% -$678K 0.03% 110
2023
Q1
$2.79M Buy
25,373
+287
+1% +$31.5K 0.05% 97
2022
Q4
$2.43M Buy
25,086
+4,789
+24% +$463K 0.04% 102
2022
Q3
$2.21M Buy
20,297
+1,119
+6% +$122K 0.04% 93
2022
Q2
$2.27M Buy
+19,178
New +$2.27M 0.04% 91