Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14M Buy
13,072
+2,496
+24% +$599K 0.04% 266
2025
Q1
$2.47M Sell
10,576
-1,860
-15% -$434K 0.04% 291
2024
Q4
$3.26M Buy
12,436
+1,986
+19% +$520K 0.05% 248
2024
Q3
$2.51M Buy
10,450
+424
+4% +$102K 0.04% 298
2024
Q2
$2.25M Buy
10,026
+6,786
+209% +$1.52M 0.04% 293
2024
Q1
$884K Sell
3,240
-3,197
-50% -$872K 0.02% 296
2023
Q4
$1.78M Sell
6,437
-904
-12% -$250K 0.05% 192
2023
Q3
$1.58M Buy
7,341
+69
+0.9% +$14.8K 0.06% 162
2023
Q2
$1.64M Hold
7,272
0.06% 159
2023
Q1
$1.5M Buy
+7,272
New +$1.5M 0.05% 171