Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.3M Buy
49,526
+5,990
+14% +$762K 0.11% 188
2025
Q1
$3.28M Sell
43,536
-314
-0.7% -$23.6K 0.07% 302
2024
Q4
$4.98M Buy
43,850
+4,427
+11% +$503K 0.1% 209
2024
Q3
$3.22M Sell
39,423
-315
-0.8% -$25.7K 0.08% 278
2024
Q2
$3.44M Buy
39,738
+315
+0.8% +$27.3K 0.08% 266
2024
Q1
$3.22M Buy
39,423
+6,321
+19% +$516K 0.08% 278
2023
Q4
$1.59M Sell
33,102
-784
-2% -$37.7K 0.05% 414
2023
Q3
$1.26M Buy
33,886
+1,621
+5% +$60.3K 0.04% 415
2023
Q2
$799K Sell
32,265
-18,662
-37% -$462K 0.03% 507
2023
Q1
$729K Buy
50,927
+5,794
+13% +$82.9K 0.03% 541
2022
Q4
$617K Buy
45,133
+16,443
+57% +$225K 0.03% 506
2022
Q3
$279K Sell
28,690
-356
-1% -$3.46K 0.02% 657
2022
Q2
$239K Buy
29,046
+9,216
+46% +$75.8K 0.02% 671
2022
Q1
$278K Buy
+19,830
New +$278K 0.02% 623