Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
1,949
+341
+21% +$305K 0.02% 204
2025
Q1
$1.09M Sell
1,608
-41
-2% -$27.9K 0.01% 245
2024
Q4
$1.04M Sell
1,649
-350
-18% -$221K 0.01% 237
2024
Q3
$1.55M Sell
1,999
-166
-8% -$129K 0.02% 195
2024
Q2
$1.51M Sell
2,165
-19
-0.9% -$13.3K 0.02% 214
2024
Q1
$1.27M Buy
2,184
+1
+0% +$581 0.02% 196
2023
Q4
$1.27M Buy
2,183
+74
+4% +$43K 0.02% 202
2023
Q3
$967K Buy
2,109
+371
+21% +$170K 0.02% 218
2023
Q2
$843K Buy
1,738
+166
+11% +$80.5K 0.01% 251
2023
Q1
$628K Sell
1,572
-9
-0.6% -$3.59K 0.01% 286
2022
Q4
$596K Buy
1,581
+149
+10% +$56.2K 0.01% 291
2022
Q3
$433K Buy
+1,432
New +$433K 0.01% 300