Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.99M Sell
18,076
-851
-4% -$329K 0.06% 180
2025
Q1
$7.26M Buy
18,927
+7,280
+63% +$2.79M 0.06% 171
2024
Q4
$5.18M Buy
11,647
+677
+6% +$301K 0.05% 162
2024
Q3
$5.68M Sell
10,970
-753
-6% -$390K 0.06% 143
2024
Q2
$6.51M Buy
11,723
+3,970
+51% +$2.21M 0.08% 125
2024
Q1
$3.91M Buy
7,753
+72
+0.9% +$36.3K 0.05% 170
2023
Q4
$4.58M Buy
7,681
+545
+8% +$325K 0.07% 143
2023
Q3
$3.64M Buy
7,136
+1,147
+19% +$585K 0.06% 153
2023
Q2
$2.93M Buy
5,989
+178
+3% +$87K 0.05% 164
2023
Q1
$2.24M Buy
5,811
+736
+15% +$284K 0.04% 184
2022
Q4
$1.71M Buy
5,075
+1,531
+43% +$515K 0.03% 216
2022
Q3
$975K Buy
3,544
+321
+10% +$88.3K 0.02% 258
2022
Q2
$1.18M Sell
3,223
-226
-7% -$82.7K 0.02% 234
2022
Q1
$1.57M Buy
3,449
+1,320
+62% +$601K 0.03% 212
2021
Q4
$1.21M Buy
+2,129
New +$1.21M 0.02% 219