Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
12,224
+2,720
+29% +$584K 0.05% 369
2025
Q1
$1.6M Buy
9,504
+849
+10% +$143K 0.03% 469
2024
Q4
$1.53M Buy
8,655
+2,942
+51% +$521K 0.03% 485
2024
Q3
$1.1M Buy
5,713
+2,532
+80% +$489K 0.03% 548
2024
Q2
$579K Sell
3,181
-2,532
-44% -$461K 0.01% 725
2024
Q1
$1.1M Buy
5,713
+698
+14% +$135K 0.03% 548
2023
Q4
$1.31M Buy
5,015
+1,255
+33% +$327K 0.04% 470
2023
Q3
$721K Buy
3,760
+272
+8% +$52.1K 0.03% 566
2023
Q2
$737K Buy
3,488
+273
+8% +$57.7K 0.03% 540
2023
Q1
$683K Sell
3,215
-391
-11% -$83.1K 0.03% 561
2022
Q4
$687K Buy
3,606
+215
+6% +$41K 0.04% 474
2022
Q3
$411K Buy
3,391
+467
+16% +$56.6K 0.03% 546
2022
Q2
$400K Buy
2,924
+1,582
+118% +$216K 0.03% 544
2022
Q1
$257K Buy
+1,342
New +$257K 0.02% 644