Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Buy
3,037
+862
+40% +$772K 0.03% 159
2025
Q1
$1.48M Buy
2,175
+3
+0.1% +$2.04K 0.01% 194
2024
Q4
$1.37M Buy
2,172
+61
+3% +$38.4K 0.01% 197
2024
Q3
$1.63M Sell
2,111
-1
-0% -$774 0.02% 188
2024
Q2
$1.74M Buy
2,112
+16
+0.8% +$13.2K 0.02% 184
2024
Q1
$1.46M Sell
2,096
-275
-12% -$192K 0.02% 195
2023
Q4
$1.38M Sell
2,371
-1,408
-37% -$818K 0.02% 191
2023
Q3
$1.73M Buy
3,779
+560
+17% +$257K 0.02% 159
2023
Q2
$1.56M Buy
3,219
+2,712
+535% +$1.32M 0.02% 167
2023
Q1
$202K Buy
+507
New +$202K ﹤0.01% 359
2022
Q2
Sell
-626
Closed -$229K 352
2022
Q1
$229K Buy
+626
New +$229K ﹤0.01% 337
2020
Q2
Sell
-4,535
Closed -$652K 275
2020
Q1
$652K Buy
+4,535
New +$652K 0.01% 173