Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
14,691
+4,362
+42% +$634K 0.23% 107
2025
Q1
$1.81M Buy
10,329
+2,170
+27% +$380K 0.21% 129
2024
Q4
$1.71M Buy
8,159
+1,568
+24% +$329K 0.19% 122
2024
Q3
$1.89M Sell
6,591
-1,841
-22% -$529K 0.19% 118
2024
Q2
$2.64M Sell
8,432
-221
-3% -$69.3K 0.3% 69
2024
Q1
$2.91M Sell
8,653
-978
-10% -$329K 0.3% 76
2023
Q4
$2.73M Buy
9,631
+413
+4% +$117K 0.3% 72
2023
Q3
$2.27M Buy
9,218
+1,157
+14% +$285K 0.29% 77
2023
Q2
$2.02M Buy
8,061
+2,360
+41% +$590K 0.24% 101
2023
Q1
$1.22M Buy
5,701
+388
+7% +$82.9K 0.16% 135
2022
Q4
$1.03M Buy
5,313
+591
+13% +$115K 0.13% 157
2022
Q3
$868K Buy
+4,722
New +$868K 0.12% 137