Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.93M Buy
54,874
+34,760
+173% +$6.29M 0.06% 254
2025
Q1
$3.46M Buy
20,114
+8,280
+70% +$1.43M 0.03% 431
2024
Q4
$2.13M Sell
11,834
-487
-4% -$87.8K 0.02% 487
2024
Q3
$2.12M Buy
12,321
+522
+4% +$89.6K 0.03% 364
2024
Q2
$1.97M Buy
11,799
+393
+3% +$65.5K 0.03% 342
2024
Q1
$2.09M Buy
11,406
+660
+6% +$121K 0.03% 313
2023
Q4
$1.77M Buy
10,746
+852
+9% +$140K 0.03% 309
2023
Q3
$1.46M Buy
9,894
+56
+0.6% +$8.27K 0.03% 314
2023
Q2
$1.59M Buy
9,838
+480
+5% +$77.7K 0.03% 303
2023
Q1
$1.36M Sell
9,358
-396
-4% -$57.5K 0.03% 322
2022
Q4
$1.36M Buy
9,754
+389
+4% +$54.4K 0.04% 304
2022
Q3
$1.06M Buy
9,365
+3,147
+51% +$357K 0.03% 352
2022
Q2
$683K Buy
6,218
+4,043
+186% +$444K 0.02% 394
2022
Q1
$290K Buy
2,175
+342
+19% +$45.6K 0.01% 645
2021
Q4
$270K Sell
1,833
-414
-18% -$61K 0.01% 619
2021
Q3
$278K Buy
+2,247
New +$278K 0.01% 577