Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
14,669
+30
+0.2% +$3.16K 0.04% 232
2025
Q1
$1.63M Buy
14,639
+69
+0.5% +$7.67K 0.05% 187
2024
Q4
$1.51M Buy
14,570
+5,708
+64% +$590K 0.04% 198
2024
Q3
$991K Buy
8,862
+1,371
+18% +$153K 0.04% 219
2024
Q2
$669K Buy
7,491
+361
+5% +$32.2K 0.02% 290
2024
Q1
$612K Buy
7,130
+937
+15% +$80.5K 0.02% 308
2023
Q4
$511K Buy
6,193
+37
+0.6% +$3.05K 0.02% 323
2023
Q3
$472K Buy
6,156
+136
+2% +$10.4K 0.02% 301
2023
Q2
$420K Buy
6,020
+30
+0.5% +$2.09K 0.02% 329
2023
Q1
$386K Sell
5,990
-522
-8% -$33.7K 0.02% 331
2022
Q4
$468K Buy
+6,512
New +$468K 0.03% 255