Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
24,651
+1,268
+5% +$89.5K 0.2% 100
2025
Q1
$1.4M Buy
23,383
+1,942
+9% +$117K 0.18% 107
2024
Q4
$1.79M Buy
21,441
+162
+0.8% +$13.5K 0.22% 103
2024
Q3
$1.8M Sell
21,279
-2,218
-9% -$188K 0.21% 98
2024
Q2
$3.17M Buy
23,497
+46
+0.2% +$6.21K 0.37% 80
2024
Q1
$4.46M Buy
23,451
+6,462
+38% +$1.23M 0.51% 56
2023
Q4
$2.72M Buy
16,989
+578
+4% +$92.5K 0.35% 60
2023
Q3
$2.45M Buy
16,411
+74
+0.5% +$11K 0.35% 60
2023
Q2
$2.55M Sell
16,337
-77
-0.5% -$12K 0.35% 60
2023
Q1
$2.31M Buy
16,414
+174
+1% +$24.4K 0.33% 62
2022
Q4
$1.84M Buy
16,240
+4,668
+40% +$529K 0.28% 79
2022
Q3
$900K Buy
+11,572
New +$900K 0.15% 108