Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.41M Buy
10,540
+69
+0.7% +$22.3K 0.21% 116
2025
Q1
$2.76M Buy
10,471
+427
+4% +$113K 0.19% 126
2024
Q4
$4.19M Buy
10,044
+28
+0.3% +$11.7K 0.28% 93
2024
Q3
$2.61M Sell
10,016
-314
-3% -$81.8K 0.17% 129
2024
Q2
$2.04M Buy
10,330
+3,101
+43% +$612K 0.14% 136
2024
Q1
$1.27M Buy
7,229
+98
+1% +$17.2K 0.09% 174
2023
Q4
$1.81M Sell
7,131
-40
-0.6% -$10.1K 0.14% 143
2023
Q3
$1.77M Buy
7,171
+336
+5% +$82.8K 0.14% 136
2023
Q2
$1.76M Buy
6,835
+49
+0.7% +$12.6K 0.14% 136
2023
Q1
$1.33M Buy
6,786
+4,023
+146% +$786K 0.11% 150
2022
Q4
$340K Sell
2,763
-690
-20% -$85K 0.03% 251
2022
Q3
$927K Buy
3,453
+87
+3% +$23.4K 0.09% 167
2022
Q2
$769K Buy
3,366
+165
+5% +$37.7K 0.07% 179
2022
Q1
$1.17M Buy
+3,201
New +$1.17M 0.1% 147