Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Sell
585,818
-20,260
-3% -$99.7K 0.05% 345
2025
Q1
$2.76M Buy
606,078
+59,984
+11% +$273K 0.06% 336
2024
Q4
$2.58M Buy
546,094
+144,569
+36% +$682K 0.05% 359
2024
Q3
$1.29M Sell
401,525
-188,238
-32% -$606K 0.03% 501
2024
Q2
$2.09M Buy
589,763
+181,665
+45% +$645K 0.05% 379
2024
Q1
$1.28M Buy
408,098
+102,065
+33% +$320K 0.03% 505
2023
Q4
$1.03M Sell
306,033
-27,728
-8% -$93.4K 0.03% 534
2023
Q3
$1.18M Buy
333,761
+53,310
+19% +$189K 0.04% 438
2023
Q2
$962K Buy
280,451
+26,637
+10% +$91.4K 0.04% 464
2023
Q1
$764K Buy
253,814
+11,652
+5% +$35.1K 0.03% 527
2022
Q4
$780K Buy
242,162
+106,157
+78% +$342K 0.04% 437
2022
Q3
$358K Buy
136,005
+71,216
+110% +$187K 0.02% 591
2022
Q2
$164K Buy
+64,789
New +$164K 0.01% 724