Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.08M Buy
15,978
+5,586
+54% +$1.77M 1.5% 14
2025
Q1
$2.69M Buy
10,392
+2,473
+31% +$641K 0.87% 29
2024
Q4
$3.2M Sell
7,919
-205
-3% -$82.8K 1.03% 24
2024
Q3
$2.13M Sell
8,124
-1,233
-13% -$323K 0.69% 32
2024
Q2
$1.85M Sell
9,357
-576
-6% -$114K 0.64% 33
2024
Q1
$1.75M Buy
9,933
+5,933
+148% +$1.04M 0.69% 34
2023
Q4
$994K Sell
4,000
-1,343
-25% -$334K 0.42% 53
2023
Q3
$1.34M Buy
5,343
+2,033
+61% +$509K 0.65% 36
2023
Q2
$866K Sell
3,310
-245
-7% -$64.1K 0.42% 50
2023
Q1
$738K Sell
3,555
-1,326
-27% -$275K 0.39% 58
2022
Q4
$601K Buy
4,881
+4,096
+522% +$505K 0.35% 62
2022
Q3
$208K Buy
+785
New +$208K 0.12% 117