Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
7,995
-199
-2% -$28.8K 0.02% 574
2025
Q1
$1.25M Buy
8,194
+740
+10% +$113K 0.03% 544
2024
Q4
$1.01M Sell
7,454
-726
-9% -$98.3K 0.02% 598
2024
Q3
$1.32M Buy
8,180
+42
+0.5% +$6.75K 0.03% 494
2024
Q2
$998K Sell
8,138
-42
-0.5% -$5.15K 0.02% 563
2024
Q1
$1.32M Buy
8,180
+2,235
+38% +$359K 0.03% 496
2023
Q4
$875K Buy
5,945
+2,912
+96% +$429K 0.03% 573
2023
Q3
$388K Sell
3,033
-912
-23% -$117K 0.01% 751
2023
Q2
$583K Buy
3,945
+271
+7% +$40.1K 0.02% 603
2023
Q1
$539K Buy
3,674
+2,043
+125% +$300K 0.02% 632
2022
Q4
$218K Buy
+1,631
New +$218K 0.01% 807