Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
23,705
+21,583
+1,017% +$2.8M 0.02% 550
2025
Q1
$255K Buy
2,122
+148
+7% +$17.8K ﹤0.01% 1254
2024
Q4
$230K Sell
1,974
-11,482
-85% -$1.34M ﹤0.01% 1139
2024
Q3
$2.02M Buy
13,456
+566
+4% +$85.1K 0.02% 374
2024
Q2
$2.04M Buy
12,890
+200
+2% +$31.6K 0.03% 334
2024
Q1
$2.51M Buy
12,690
+865
+7% +$171K 0.04% 284
2023
Q4
$2.06M Buy
11,825
+742
+7% +$129K 0.03% 285
2023
Q3
$1.73M Buy
11,083
+178
+2% +$27.8K 0.04% 291
2023
Q2
$1.79M Buy
10,905
+605
+6% +$99.2K 0.04% 289
2023
Q1
$1.59M Buy
10,300
+1,698
+20% +$262K 0.04% 292
2022
Q4
$1.13M Buy
8,602
+1,181
+16% +$156K 0.03% 342
2022
Q3
$794K Buy
7,421
+3,563
+92% +$381K 0.02% 419
2022
Q2
$403K Sell
3,858
-361
-9% -$37.7K 0.01% 524
2022
Q1
$627K Sell
4,219
-37
-0.9% -$5.5K 0.01% 444
2021
Q4
$486K Sell
4,256
-2,845
-40% -$325K 0.01% 463
2021
Q3
$700K Buy
7,101
+4,604
+184% +$454K 0.02% 355
2021
Q2
$240K Buy
+2,497
New +$240K 0.01% 530