Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.99M Buy
39,448
+2,429
+7% +$122K 0.06% 294
2024
Q4
$1.68M Buy
37,019
+1,460
+4% +$66.3K 0.06% 305
2024
Q3
$1.69M Buy
35,559
+870
+3% +$41.3K 0.06% 278
2024
Q2
$1.59M Buy
34,689
+22,659
+188% +$1.04M 0.06% 262
2024
Q1
$521K Buy
12,030
+486
+4% +$21K 0.03% 400
2023
Q4
$458K Buy
11,544
+1,962
+20% +$77.8K 0.03% 417
2023
Q3
$323K Sell
9,582
-2,548
-21% -$85.9K 0.02% 476
2023
Q2
$406K Buy
+12,130
New +$406K 0.03% 421
2021
Q4
Sell
-7,635
Closed -$220K 613
2021
Q3
$220K Buy
+7,635
New +$220K 0.02% 479
2020
Q3
Sell
-8,490
Closed -$200K 445
2020
Q2
$200K Buy
+8,490
New +$200K 0.03% 371