Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
11,548
+496
+4% +$75.5K 0.19% 172
2025
Q1
$1.62M Buy
11,052
+161
+1% +$23.6K 0.21% 176
2024
Q4
$1.41M Sell
10,891
-116
-1% -$15K 0.18% 212
2024
Q3
$1.5M Sell
11,007
-26
-0.2% -$3.55K 0.21% 192
2024
Q2
$1.13M Sell
11,033
-11,701
-51% -$1.2M 0.17% 241
2024
Q1
$2.02M Buy
22,734
+1,178
+5% +$104K 0.32% 92
2023
Q4
$1.97M Buy
21,556
+1,359
+7% +$124K 0.37% 69
2023
Q3
$1.58M Buy
20,197
+10,257
+103% +$803K 0.35% 91
2023
Q2
$832K Buy
9,940
+278
+3% +$23.3K 0.18% 226
2023
Q1
$849K Buy
9,662
+1,587
+20% +$139K 0.21% 198
2022
Q4
$810K Buy
+8,075
New +$810K 0.23% 187