Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Buy
33,148
+18,057
+120% +$540K 0.02% 589
2025
Q1
$510K Buy
15,091
+4,240
+39% +$143K 0.01% 776
2024
Q4
$321K Buy
10,851
+5,351
+97% +$158K 0.01% 779
2024
Q3
$173K Sell
5,500
-171
-3% -$5.37K 0.01% 1046
2024
Q2
$207K Buy
5,671
+982
+21% +$35.8K 0.01% 827
2024
Q1
$178K Buy
4,689
+182
+4% +$6.9K 0.01% 725
2023
Q4
$160K Buy
4,507
+1,510
+50% +$53.4K 0.01% 631
2023
Q3
$116K Buy
2,997
+1,129
+60% +$43.7K 0.02% 511
2023
Q2
$65.9K Buy
1,868
+781
+72% +$27.6K 0.01% 577
2023
Q1
$41.2K Buy
1,087
+225
+26% +$8.54K 0.01% 660
2022
Q4
$30.1K Buy
+862
New +$30.1K 0.01% 610