Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.31M Buy
15,993
+71
+0.4% +$23.6K 0.27% 98
2025
Q1
$5.55M Sell
15,922
-402
-2% -$140K 0.31% 85
2024
Q4
$5.52M Sell
16,324
-317
-2% -$107K 0.31% 83
2024
Q3
$5.2M Sell
16,641
-315
-2% -$98.5K 0.33% 80
2024
Q2
$4.52M Buy
16,956
+502
+3% +$134K 0.29% 89
2024
Q1
$5.08M Buy
16,454
+25
+0.2% +$7.71K 0.38% 77
2023
Q4
$4.64M Buy
16,429
+8,282
+102% +$2.34M 0.34% 77
2023
Q3
$2.08M Buy
8,147
+11
+0.1% +$2.81K 0.18% 155
2023
Q2
$2.04M Buy
8,136
+6,629
+440% +$1.66M 0.18% 163
2023
Q1
$318K Buy
1,507
+416
+38% +$87.7K 0.03% 396
2022
Q4
$200K Buy
+1,091
New +$200K 0.02% 470