Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
7,375
+42
+0.6% +$12.4K 0.19% 105
2025
Q1
$1.82M Buy
7,333
+1,107
+18% +$275K 0.19% 107
2024
Q4
$1.37M Sell
6,226
-3,807
-38% -$837K 0.14% 134
2024
Q3
$2.22M Buy
10,033
+640
+7% +$141K 0.22% 95
2024
Q2
$1.72M Sell
9,393
-293
-3% -$53.7K 0.19% 105
2024
Q1
$1.85M Buy
9,686
+1,535
+19% +$293K 0.22% 88
2023
Q4
$1.33M Buy
8,151
+3,929
+93% +$643K 0.19% 114
2023
Q3
$592K Sell
4,222
-2,344
-36% -$329K 0.12% 165
2023
Q2
$879K Buy
6,566
+3,182
+94% +$426K 0.17% 126
2023
Q1
$444K Buy
3,384
+120
+4% +$15.7K 0.14% 154
2022
Q4
$460K Buy
+3,264
New +$460K 0.17% 132