Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Buy
22,532
+8,748
+63% +$923K 0.05% 359
2025
Q1
$1.53M Buy
13,784
+145
+1% +$16.1K 0.05% 393
2024
Q4
$1.41M Sell
13,639
-170
-1% -$17.6K 0.06% 329
2024
Q3
$1.54M Sell
13,809
-2,089
-13% -$234K 0.06% 299
2024
Q2
$1.42M Buy
15,898
+378
+2% +$33.8K 0.07% 278
2024
Q1
$1.33M Buy
15,520
+766
+5% +$65.4K 0.07% 282
2023
Q4
$1.22M Buy
14,754
+11,499
+353% +$949K 0.07% 275
2023
Q3
$250K Sell
3,255
-108
-3% -$8.29K 0.02% 619
2023
Q2
$235K Buy
3,363
+68
+2% +$4.75K 0.02% 655
2023
Q1
$213K Buy
3,295
+313
+10% +$20.2K 0.02% 710
2022
Q4
$215K Buy
+2,982
New +$215K 0.02% 669
2020
Q4
Sell
-16,317
Closed -$593K 634
2020
Q3
$593K Buy
+16,317
New +$593K 0.05% 371