Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
13,641
+176
+1% +$22.8K 0.04% 256
2025
Q1
$1.61M Sell
13,465
-3
-0% -$358 0.04% 243
2024
Q4
$1.56M Buy
13,468
+795
+6% +$92.2K 0.04% 278
2024
Q3
$1.71M Buy
12,673
+1,911
+18% +$258K 0.04% 256
2024
Q2
$1.46M Sell
10,762
-933
-8% -$127K 0.04% 252
2024
Q1
$1.51M Sell
11,695
-4,501
-28% -$582K 0.05% 238
2023
Q4
$1.85M Buy
16,196
+1,164
+8% +$133K 0.06% 183
2023
Q3
$1.37M Buy
15,032
+4,357
+41% +$397K 0.05% 202
2023
Q2
$1.2M Buy
10,675
+3,643
+52% +$410K 0.04% 228
2023
Q1
$736K Buy
7,032
+2,836
+68% +$297K 0.03% 336
2022
Q4
$464K Buy
4,196
+96
+2% +$10.6K 0.02% 447
2022
Q3
$358K Buy
+4,100
New +$358K 0.02% 489