Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$988K Buy
568,043
+99,336
+21% +$173K 0.12% 114
2025
Q1
$1.12M Buy
468,707
+15,572
+3% +$37.4K 0.14% 113
2024
Q4
$1.6M Buy
453,135
+7,001
+2% +$24.8K 0.2% 107
2024
Q3
$1.89M Sell
446,134
-82,251
-16% -$348K 0.22% 96
2024
Q2
$1.98M Buy
528,385
+143,387
+37% +$538K 0.23% 102
2024
Q1
$2.09M Buy
384,998
+74,224
+24% +$402K 0.24% 103
2023
Q4
$1.92M Buy
310,774
+48,138
+18% +$297K 0.25% 89
2023
Q3
$1.36M Buy
262,636
+3,615
+1% +$18.8K 0.2% 104
2023
Q2
$1.3M Sell
259,021
-1,223
-0.5% -$6.15K 0.18% 105
2023
Q1
$958K Buy
260,244
+68,171
+35% +$251K 0.14% 113
2022
Q4
$691K Buy
+192,073
New +$691K 0.1% 120