Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
7,895
+3,254
+70% +$422K 0.03% 312
2025
Q1
$559K Sell
4,641
-11
-0.2% -$1.32K 0.02% 364
2024
Q4
$543K Buy
4,652
+32
+0.7% +$3.74K 0.02% 364
2024
Q3
$695K Buy
4,620
+2,402
+108% +$361K 0.03% 266
2024
Q2
$351K Buy
2,218
+71
+3% +$11.2K 0.01% 432
2024
Q1
$425K Sell
2,147
-124
-5% -$24.5K 0.02% 382
2023
Q4
$395K Buy
2,271
+155
+7% +$27K 0.02% 381
2023
Q3
$331K Buy
2,116
+314
+17% +$49.1K 0.02% 382
2023
Q2
$295K Sell
1,802
-35
-2% -$5.74K 0.01% 400
2023
Q1
$284K Sell
1,837
-86
-4% -$13.3K 0.02% 393
2022
Q4
$253K Buy
+1,923
New +$253K 0.02% 377
2022
Q2
Sell
-1,497
Closed -$222K 515
2022
Q1
$222K Buy
+1,497
New +$222K 0.01% 451