Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
3,808
+925
+32% +$306K 0.18% 111
2025
Q1
$949K Sell
2,883
-526
-15% -$173K 0.15% 123
2024
Q4
$941K Buy
3,409
+291
+9% +$80.4K 0.14% 123
2024
Q3
$1.08M Buy
3,118
+384
+14% +$133K 0.17% 113
2024
Q2
$904K Buy
2,734
+110
+4% +$36.4K 0.16% 109
2024
Q1
$953K Sell
2,624
-71
-3% -$25.8K 0.18% 104
2023
Q4
$807K Sell
2,695
-69
-2% -$20.7K 0.17% 116
2023
Q3
$791K Buy
2,764
+165
+6% +$47.2K 0.2% 97
2023
Q2
$729K Buy
2,599
+250
+11% +$70.2K 0.17% 104
2023
Q1
$600K Buy
2,349
+299
+15% +$76.4K 0.15% 117
2022
Q4
$679K Buy
2,050
+1,521
+288% +$504K 0.19% 106
2022
Q3
$147K Buy
+529
New +$147K 0.05% 221