Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
4,980
+2,890
+138% +$837K 0.04% 241
2025
Q1
$631K Buy
2,090
+145
+7% +$43.8K 0.02% 332
2024
Q4
$537K Buy
1,945
+221
+13% +$61.1K 0.02% 370
2024
Q3
$497K Sell
1,724
-34
-2% -$9.81K 0.02% 318
2024
Q2
$448K Sell
1,758
-157
-8% -$40K 0.01% 376
2024
Q1
$496K Buy
1,915
+336
+21% +$87.1K 0.02% 352
2023
Q4
$357K Sell
1,579
-67
-4% -$15.1K 0.02% 401
2023
Q3
$343K Sell
1,646
-525
-24% -$109K 0.02% 372
2023
Q2
$418K Buy
2,171
+990
+84% +$191K 0.02% 333
2023
Q1
$229K Buy
1,181
+33
+3% +$6.41K 0.01% 440
2022
Q4
$253K Sell
1,148
-253
-18% -$55.8K 0.02% 378
2022
Q3
$255K Buy
1,401
+231
+20% +$42K 0.02% 364
2022
Q2
$230K Sell
1,170
-117
-9% -$23K 0.01% 392
2022
Q1
$276K Buy
1,287
+203
+19% +$43.5K 0.01% 381
2021
Q4
$210K Buy
+1,084
New +$210K 0.01% 488