Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
14,857
+258
+2% +$29.3K 0.02% 193
2025
Q1
$1.93M Buy
14,599
+1,253
+9% +$166K 0.02% 163
2024
Q4
$1.13M Sell
13,346
-557
-4% -$47.2K 0.01% 223
2024
Q3
$1M Buy
13,903
+2,482
+22% +$179K 0.01% 271
2024
Q2
$826K Buy
11,421
+1,500
+15% +$109K 0.01% 244
2024
Q1
$718K Sell
9,921
-799
-7% -$57.8K 0.01% 224
2023
Q4
$930K Buy
10,720
+1,607
+18% +$139K 0.01% 169
2023
Q3
$760K Buy
9,113
+4,137
+83% +$345K 0.01% 195
2023
Q2
$508K Sell
4,976
-13,365
-73% -$1.36M 0.01% 227
2023
Q1
$1.62M Buy
18,341
+4,913
+37% +$433K 0.03% 149
2022
Q4
$1.07M Buy
13,428
+7,788
+138% +$623K 0.02% 170
2022
Q3
$642K Buy
5,640
+1,173
+26% +$134K 0.01% 182
2022
Q2
$486K Buy
+4,467
New +$486K 0.01% 190