Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
5,721
+385
+7% +$72.8K 0.38% 62
2025
Q1
$1.25M Sell
5,336
-608
-10% -$143K 0.49% 50
2024
Q4
$2.34M Buy
5,944
+254
+4% +$100K 0.94% 18
2024
Q3
$1.9M Sell
5,690
-347
-6% -$116K 0.73% 24
2024
Q2
$1.48M Buy
6,037
+1,712
+40% +$418K 0.62% 32
2024
Q1
$1.51M Buy
4,325
+353
+9% +$123K 0.62% 31
2023
Q4
$1.16M Buy
3,972
+343
+9% +$100K 0.59% 33
2023
Q3
$959K Buy
3,629
+1,449
+66% +$383K 0.43% 47
2023
Q2
$719K Buy
2,180
+369
+20% +$122K 0.37% 60
2023
Q1
$441K Buy
1,811
+76
+4% +$18.5K 0.26% 77
2022
Q4
$464K Sell
1,735
-13
-0.7% -$3.47K 0.32% 74
2022
Q3
$430K Buy
1,748
+127
+8% +$31.2K 0.42% 63
2022
Q2
$344K Buy
1,621
+594
+58% +$126K 0.32% 72
2022
Q1
$335K Buy
+1,027
New +$335K 0.28% 81