Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
15,909
+1,791
+13% +$142K 0.05% 302
2025
Q1
$1.27M Buy
14,118
+2,420
+21% +$217K 0.06% 285
2024
Q4
$1.16M Sell
11,698
-8,485
-42% -$844K 0.05% 310
2024
Q3
$2.29M Buy
20,183
+462
+2% +$52.5K 0.11% 197
2024
Q2
$2.44M Buy
19,721
+11,947
+154% +$1.48M 0.25% 83
2024
Q1
$1.03M Buy
7,774
+187
+2% +$24.7K 0.05% 290
2023
Q4
$827K Sell
7,587
-14,051
-65% -$1.53M 0.05% 268
2023
Q3
$2.23M Sell
21,638
-8,892
-29% -$915K 0.16% 128
2023
Q2
$3.52M Buy
+30,530
New +$3.52M 0.25% 79
2022
Q4
$4.2M Buy
37,820
+400
+1% +$44.4K 0.3% 59
2022
Q3
$3.22M Buy
37,420
+31,492
+531% +$2.71M 0.27% 66
2022
Q2
$540K Sell
5,928
-516
-8% -$47K 0.04% 307
2022
Q1
$529K Buy
6,444
+86
+1% +$7.06K 0.04% 324
2021
Q4
$487K Buy
+6,358
New +$487K 0.03% 370