Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Sell
42,151
-10,466
-20% -$449K 0.03% 456
2025
Q1
$2.22M Buy
52,617
+15,905
+43% +$670K 0.04% 390
2024
Q4
$1.78M Sell
36,712
-19,267
-34% -$937K 0.04% 437
2024
Q3
$3.57M Sell
55,979
-1,047
-2% -$66.7K 0.09% 256
2024
Q2
$3.28M Buy
57,026
+1,047
+2% +$60.3K 0.08% 273
2024
Q1
$3.57M Buy
55,979
+8,445
+18% +$538K 0.09% 256
2023
Q4
$3M Buy
47,534
+24,956
+111% +$1.57M 0.09% 267
2023
Q3
$1.51M Buy
22,578
+9,601
+74% +$643K 0.05% 368
2023
Q2
$1.35M Sell
12,977
-953
-7% -$99.4K 0.05% 383
2023
Q1
$1.7M Buy
13,930
+6,956
+100% +$850K 0.07% 322
2022
Q4
$870K Buy
6,974
+286
+4% +$35.7K 0.05% 411
2022
Q3
$707K Buy
6,688
+971
+17% +$103K 0.05% 407
2022
Q2
$612K Buy
5,717
+2,544
+80% +$272K 0.04% 422
2022
Q1
$417K Buy
+3,173
New +$417K 0.03% 511