Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.51M Buy
19,399
+2,873
+17% +$520K 0.04% 571
2025
Q1
$2.84M Sell
16,526
-10,656
-39% -$1.83M 0.04% 579
2024
Q4
$4.9M Buy
27,182
+14,834
+120% +$2.67M 0.07% 381
2024
Q3
$2.12M Buy
12,348
+2,440
+25% +$419K 0.03% 657
2024
Q2
$1.65M Buy
9,908
+844
+9% +$141K 0.03% 670
2024
Q1
$1.66M Buy
9,064
+1,162
+15% +$213K 0.03% 677
2023
Q4
$1.3M Sell
7,902
-9,899
-56% -$1.63M 0.03% 670
2023
Q3
$2.63M Buy
17,801
+707
+4% +$104K 0.08% 364
2023
Q2
$2.77M Buy
17,094
+11,816
+224% +$1.91M 0.1% 300
2023
Q1
$767K Buy
5,278
+310
+6% +$45.1K 0.05% 340
2022
Q4
$694K Buy
4,968
+842
+20% +$118K 0.05% 163
2022
Q3
$468K Buy
+4,126
New +$468K 0.05% 258