Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76M Buy
20,881
+928
+5% +$123K 0.02% 434
2025
Q1
$2.38M Sell
19,953
-153
-0.8% -$18.3K 0.02% 455
2024
Q4
$2.64M Sell
20,106
-1,232
-6% -$162K 0.02% 439
2024
Q3
$2.71M Buy
21,338
+2,658
+14% +$337K 0.02% 439
2024
Q2
$2.83M Buy
18,680
+868
+5% +$132K 0.02% 420
2024
Q1
$2.94M Sell
17,812
-3,243
-15% -$535K 0.02% 425
2023
Q4
$2.87M Buy
21,055
+3,595
+21% +$489K 0.02% 415
2023
Q3
$2.4M Buy
17,460
+2,049
+13% +$281K 0.02% 424
2023
Q2
$1.98M Buy
15,411
+4,935
+47% +$632K 0.01% 453
2023
Q1
$1.3M Buy
10,476
+4,242
+68% +$528K 0.01% 517
2022
Q4
$533K Buy
6,234
+2,187
+54% +$187K ﹤0.01% 770
2022
Q3
$425K Buy
+4,047
New +$425K ﹤0.01% 827