Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.06M Buy
31,684
+2,140
+7% +$477K 0.86% 41
2025
Q1
$6.07M Buy
29,544
+713
+2% +$147K 0.8% 46
2024
Q4
$5.27M Buy
28,831
+23,916
+487% +$4.37M 0.73% 55
2024
Q3
$1.02M Sell
4,915
-473
-9% -$97.7K 0.37% 97
2024
Q2
$948K Sell
5,388
-60
-1% -$10.6K 0.37% 92
2024
Q1
$936K Sell
5,448
-364
-6% -$62.5K 0.35% 98
2023
Q4
$871K Buy
5,812
+68
+1% +$10.2K 0.34% 99
2023
Q3
$691K Sell
5,744
-104
-2% -$12.5K 0.29% 104
2023
Q2
$730K Buy
5,848
+2,004
+52% +$250K 0.29% 99
2023
Q1
$445K Sell
3,844
-1,404
-27% -$162K 0.17% 129
2022
Q4
$593K Buy
5,248
+288
+6% +$32.5K 0.23% 111
2022
Q3
$481K Sell
4,960
-48
-1% -$4.66K 0.2% 123
2022
Q2
$468K Buy
+5,008
New +$468K 0.18% 121