Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.28M Buy
28,791
+25,180
+697% +$4.61M 0.03% 407
2025
Q1
$634K Sell
3,611
-6,355
-64% -$1.12M 0.01% 887
2024
Q4
$1.87M Buy
9,966
+1,112
+13% +$209K 0.02% 510
2024
Q3
$1.7M Sell
8,854
-539
-6% -$103K 0.02% 413
2024
Q2
$1.69M Buy
9,393
+3,673
+64% +$663K 0.02% 373
2024
Q1
$1.01M Buy
5,720
+106
+2% +$18.8K 0.01% 456
2023
Q4
$863K Sell
5,614
-210
-4% -$32.3K 0.01% 459
2023
Q3
$813K Buy
5,824
+589
+11% +$82.2K 0.02% 449
2023
Q2
$773K Buy
5,235
+97
+2% +$14.3K 0.02% 453
2023
Q1
$781K Buy
5,138
+228
+5% +$34.6K 0.02% 450
2022
Q4
$665K Sell
4,910
-2,446
-33% -$331K 0.02% 443
2022
Q3
$857K Buy
7,356
+4,413
+150% +$514K 0.02% 399
2022
Q2
$357K Buy
2,943
+887
+43% +$108K 0.01% 552
2022
Q1
$323K Buy
2,056
+193
+10% +$30.3K 0.01% 618
2021
Q4
$338K Buy
1,863
+56
+3% +$10.2K 0.01% 555
2021
Q3
$281K Buy
1,807
+68
+4% +$10.6K 0.01% 575
2021
Q2
$262K Buy
1,739
+249
+17% +$37.5K 0.01% 509
2021
Q1
$204K Buy
+1,490
New +$204K 0.01% 461