Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
4,415
+1,197
+37% +$562K 0.02% 560
2025
Q1
$1.5M Sell
3,218
-6
-0.2% -$2.79K 0.01% 595
2024
Q4
$1.35M Buy
3,224
+70
+2% +$29.3K 0.01% 594
2024
Q3
$1.5M Buy
3,154
+384
+14% +$183K 0.01% 571
2024
Q2
$1.22M Buy
2,770
+237
+9% +$104K 0.01% 604
2024
Q1
$1.18M Sell
2,533
-215
-8% -$99.8K 0.01% 581
2023
Q4
$1.13M Buy
2,748
+267
+11% +$110K 0.01% 553
2023
Q3
$924K Buy
2,481
+161
+7% +$59.9K 0.01% 554
2023
Q2
$884K Sell
2,320
-149
-6% -$56.8K 0.01% 542
2023
Q1
$878K Buy
2,469
+1,768
+252% +$628K 0.01% 502
2022
Q4
$229K Sell
701
-55
-7% -$17.9K ﹤0.01% 815
2022
Q3
$204K Buy
756
+20
+3% +$5.4K ﹤0.01% 814
2022
Q2
$212K Sell
736
-2
-0.3% -$576 ﹤0.01% 803
2022
Q1
$236K Buy
+738
New +$236K ﹤0.01% 791