Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
6,037
+172
+3% +$56.9K 0.12% 163
2025
Q1
$1.93M Sell
5,865
-830
-12% -$273K 0.12% 158
2024
Q4
$1.85M Buy
6,695
+522
+8% +$144K 0.12% 159
2024
Q3
$2.14M Buy
6,173
+726
+13% +$252K 0.14% 146
2024
Q2
$1.8M Buy
5,447
+845
+18% +$279K 0.12% 155
2024
Q1
$1.67M Buy
4,602
+261
+6% +$94.8K 0.12% 163
2023
Q4
$1.3M Buy
4,341
+158
+4% +$47.3K 0.1% 178
2023
Q3
$1.2M Sell
4,183
-38
-0.9% -$10.9K 0.1% 177
2023
Q2
$1.18M Buy
4,221
+1,091
+35% +$306K 0.09% 199
2023
Q1
$800K Buy
3,130
+413
+15% +$106K 0.07% 242
2022
Q4
$900K Sell
2,717
-23
-0.8% -$7.62K 0.08% 226
2022
Q3
$760K Buy
2,740
+1,981
+261% +$549K 0.07% 214
2022
Q2
$200K Buy
+759
New +$200K 0.02% 348