Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
21,681
+177
+0.8% +$12.5K 0.02% 205
2025
Q1
$1.58M Buy
21,504
+2,056
+11% +$151K 0.02% 188
2024
Q4
$1.22M Sell
19,448
-11,567
-37% -$725K 0.02% 212
2024
Q3
$2.24M Buy
31,015
+11,428
+58% +$825K 0.03% 140
2024
Q2
$1.31M Buy
19,587
+10,121
+107% +$679K 0.02% 188
2024
Q1
$635K Buy
9,466
+632
+7% +$42.4K 0.01% 241
2023
Q4
$569K Sell
8,834
-596
-6% -$38.4K 0.01% 224
2023
Q3
$570K Buy
9,430
+2,810
+42% +$170K 0.01% 228
2023
Q2
$381K Sell
6,620
-6,994
-51% -$403K 0.01% 272
2023
Q1
$776K Buy
13,614
+3,292
+32% +$188K 0.01% 218
2022
Q4
$514K Buy
10,322
+1,554
+18% +$77.4K 0.01% 250
2022
Q3
$459K Buy
8,768
+5,237
+148% +$274K 0.01% 215
2022
Q2
$194K Buy
+3,531
New +$194K ﹤0.01% 328