Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.81M Buy
69,653
+904
+1% +$88.4K 0.08% 77
2025
Q1
$6.04M Buy
68,749
+2,228
+3% +$196K 0.08% 81
2024
Q4
$6.01M Sell
66,521
-15,169
-19% -$1.37M 0.08% 82
2024
Q3
$5.53M Buy
81,690
+32,300
+65% +$2.19M 0.07% 78
2024
Q2
$2.97M Buy
49,390
+13,200
+36% +$794K 0.04% 100
2024
Q1
$2.18M Buy
36,190
+958
+3% +$57.6K 0.03% 110
2023
Q4
$1.88M Sell
35,232
-2,733
-7% -$146K 0.03% 112
2023
Q3
$1.99M Buy
37,965
+4,125
+12% +$216K 0.03% 116
2023
Q2
$1.66M Sell
33,840
-13,566
-29% -$667K 0.03% 121
2023
Q1
$2.24M Buy
47,406
+2,397
+5% +$113K 0.04% 120
2022
Q4
$1.95M Buy
45,009
+12,282
+38% +$531K 0.03% 114
2022
Q3
$1.33M Buy
32,727
+3,321
+11% +$135K 0.02% 128
2022
Q2
$1.46M Buy
+29,406
New +$1.46M 0.02% 115