Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Buy
68,342
+2,481
+4% +$80.2K 0.26% 91
2025
Q1
$2.45M Buy
65,861
+830
+1% +$30.8K 0.31% 80
2024
Q4
$2.66M Buy
65,031
+58
+0.1% +$2.37K 0.32% 81
2024
Q3
$3.27M Sell
64,973
-17,627
-21% -$887K 0.39% 66
2024
Q2
$3.61M Sell
82,600
-79
-0.1% -$3.45K 0.42% 68
2024
Q1
$3.59M Buy
82,679
+26,363
+47% +$1.14M 0.41% 70
2023
Q4
$2.34M Buy
56,316
+3,473
+7% +$144K 0.3% 74
2023
Q3
$1.87M Buy
52,843
+2,034
+4% +$71.8K 0.27% 79
2023
Q2
$2.08M Sell
50,809
-158
-0.3% -$6.46K 0.28% 79
2023
Q1
$2.1M Buy
50,967
+1,896
+4% +$78K 0.3% 68
2022
Q4
$1.66M Buy
49,071
+2,152
+5% +$72.7K 0.25% 89
2022
Q3
$1.42M Buy
+46,919
New +$1.42M 0.24% 91