Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67M Buy
11,778
+364
+3% +$82.4K 0.07% 155
2025
Q1
$1.89M Buy
11,414
+484
+4% +$80.3K 0.06% 175
2024
Q4
$2.16M Buy
10,930
+1,892
+21% +$374K 0.06% 157
2024
Q3
$1.57M Buy
9,038
+1,316
+17% +$229K 0.06% 160
2024
Q2
$1.34M Buy
7,722
+845
+12% +$147K 0.04% 194
2024
Q1
$936K Buy
6,877
+2,616
+61% +$356K 0.03% 232
2023
Q4
$443K Buy
4,261
+1,837
+76% +$191K 0.02% 353
2023
Q3
$211K Sell
2,424
-817
-25% -$71K 0.01% 490
2023
Q2
$327K Buy
+3,241
New +$327K 0.02% 378
2022
Q2
Sell
-1,960
Closed -$204K 534
2022
Q1
$204K Buy
1,960
+51
+3% +$5.31K 0.01% 478
2021
Q4
$230K Buy
+1,909
New +$230K 0.01% 454
2021
Q3
Sell
-2,317
Closed -$278K 514
2021
Q2
$278K Buy
+2,317
New +$278K 0.01% 367