Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
42,070
+1,428
+4% +$73.2K 0.05% 226
2025
Q1
$1.46M Buy
40,642
+1,552
+4% +$55.6K 0.04% 269
2024
Q4
$1.93M Buy
39,090
+2,150
+6% +$106K 0.05% 238
2024
Q3
$1.76M Sell
36,940
-196
-0.5% -$9.35K 0.04% 248
2024
Q2
$1.62M Buy
37,136
+4,782
+15% +$208K 0.05% 237
2024
Q1
$1.37M Buy
+32,354
New +$1.37M 0.04% 257
2023
Q2
Sell
-23,051
Closed -$713K 858
2023
Q1
$713K Buy
23,051
+967
+4% +$29.9K 0.03% 351
2022
Q4
$765K Sell
22,084
-382
-2% -$13.2K 0.03% 306
2022
Q3
$559K Buy
22,466
+496
+2% +$12.3K 0.03% 352
2022
Q2
$535K Buy
+21,970
New +$535K 0.02% 364