Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
24,343
+886
+4% +$61.5K 0.55% 26
2025
Q1
$1.45M Buy
23,457
+3,286
+16% +$203K 0.51% 27
2024
Q4
$1.19M Sell
20,171
-2,182
-10% -$129K 0.42% 33
2024
Q3
$1.19M Buy
22,353
+13,164
+143% +$701K 0.43% 30
2024
Q2
$437K Sell
9,189
-175
-2% -$8.31K 0.18% 65
2024
Q1
$467K Sell
9,364
-1,258
-12% -$62.8K 0.19% 56
2023
Q4
$537K Sell
10,622
-8,446
-44% -$427K 0.25% 51
2023
Q3
$1.03M Buy
19,068
+1,690
+10% +$90.9K 0.52% 29
2023
Q2
$899K Buy
17,378
+799
+5% +$41.3K 0.46% 29
2023
Q1
$867K Buy
16,579
+566
+4% +$29.6K 0.47% 29
2022
Q4
$763K Buy
16,013
+774
+5% +$36.9K 0.51% 31
2022
Q3
$610K Buy
15,239
+1,336
+10% +$53.5K 0.46% 38
2022
Q2
$593K Buy
+13,903
New +$593K 0.46% 36