Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
14,443
-2,995
-17% -$388K 0.01% 386
2025
Q1
$2.1M Buy
17,438
+1,862
+12% +$224K 0.02% 364
2024
Q4
$1.82M Buy
15,576
+616
+4% +$71.9K 0.02% 298
2024
Q3
$2.25M Sell
14,960
-5,524
-27% -$830K 0.02% 260
2024
Q2
$3.24M Buy
20,484
+360
+2% +$56.9K 0.04% 193
2024
Q1
$3.98M Buy
20,124
+9,028
+81% +$1.79M 0.05% 169
2023
Q4
$1.93M Sell
11,096
-41
-0.4% -$7.14K 0.03% 232
2023
Q3
$1.74M Buy
11,137
+767
+7% +$120K 0.03% 228
2023
Q2
$1.7M Buy
10,370
+116
+1% +$19K 0.03% 225
2023
Q1
$1.58M Buy
10,254
+627
+7% +$96.9K 0.03% 225
2022
Q4
$1.27M Buy
9,627
+282
+3% +$37.2K 0.02% 250
2022
Q3
$1M Buy
9,345
+130
+1% +$13.9K 0.02% 254
2022
Q2
$962K Buy
9,215
+322
+4% +$33.6K 0.02% 253
2022
Q1
$1.32M Buy
8,893
+5,641
+173% +$839K 0.02% 230
2021
Q4
$371K Buy
+3,252
New +$371K 0.01% 350