Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Buy
232,139
+109,245
+89% +$1M 0.04% 418
2025
Q1
$1.21M Buy
122,894
+6,534
+6% +$64.1K 0.02% 550
2024
Q4
$1.09M Buy
116,360
+69,075
+146% +$650K 0.02% 572
2024
Q3
$450K Sell
47,285
-54,275
-53% -$516K 0.01% 780
2024
Q2
$993K Buy
101,560
+54,275
+115% +$531K 0.02% 565
2024
Q1
$450K Buy
47,285
+6,058
+15% +$57.6K 0.01% 779
2023
Q4
$397K Sell
41,227
-59,693
-59% -$575K 0.01% 811
2023
Q3
$924K Buy
100,920
+19,888
+25% +$182K 0.03% 500
2023
Q2
$809K Sell
81,032
-7,793
-9% -$77.8K 0.03% 503
2023
Q1
$1.01M Buy
88,825
+26,220
+42% +$298K 0.04% 445
2022
Q4
$746K Buy
62,605
+28,257
+82% +$337K 0.04% 447
2022
Q3
$369K Sell
34,348
-1,459
-4% -$15.7K 0.03% 577
2022
Q2
$445K Buy
35,807
+12,563
+54% +$156K 0.03% 504
2022
Q1
$263K Buy
+23,244
New +$263K 0.02% 640