Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.63M Buy
4,053
+422
+12% +$378K 0.19% 81
2025
Q1
$2.47M Buy
3,631
+392
+12% +$267K 0.15% 120
2024
Q4
$2.04M Buy
3,239
+87
+3% +$54.8K 0.13% 126
2024
Q3
$2.44M Sell
3,152
-87
-3% -$67.4K 0.16% 108
2024
Q2
$2.67M Buy
3,239
+783
+32% +$646K 0.19% 84
2024
Q1
$1.72M Sell
2,456
-34
-1% -$23.8K 0.17% 98
2023
Q4
$1.45M Buy
2,490
+77
+3% +$44.8K 0.17% 106
2023
Q3
$1.11M Sell
2,413
-381
-14% -$175K 0.14% 125
2023
Q2
$1.36M Sell
2,794
-191
-6% -$92.6K 0.15% 118
2023
Q1
$1.19M Sell
2,985
-399
-12% -$159K 0.14% 129
2022
Q4
$1.28M Buy
+3,384
New +$1.28M 0.16% 114