Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
6,035
+2,854
+90% +$636K 0.14% 110
2025
Q1
$654K Sell
3,181
-3,543
-53% -$728K 0.08% 185
2024
Q4
$1.23M Buy
6,724
+3,599
+115% +$658K 0.15% 101
2024
Q3
$643K Sell
3,125
-67
-2% -$13.8K 0.08% 174
2024
Q2
$559K Sell
3,192
-396
-11% -$69.3K 0.07% 185
2024
Q1
$616K Buy
3,588
+388
+12% +$66.6K 0.09% 165
2023
Q4
$482K Buy
3,200
+460
+17% +$69.3K 0.07% 190
2023
Q3
$329K Buy
2,740
+148
+6% +$17.8K 0.06% 186
2023
Q2
$322K Buy
2,592
+376
+17% +$46.8K 0.06% 151
2023
Q1
$257K Buy
2,216
+176
+9% +$20.4K 0.06% 147
2022
Q4
$230K Buy
+2,040
New +$230K 0.06% 141