Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.16M Buy
44,568
+2,916
+7% +$272K 0.22% 69
2025
Q1
$3.03M Buy
41,652
+4,728
+13% +$344K 0.18% 94
2024
Q4
$2.23M Buy
36,924
+1,350
+4% +$81.4K 0.14% 120
2024
Q3
$2.67M Sell
35,574
-15
-0% -$1.13K 0.17% 95
2024
Q2
$2.59M Buy
35,589
+10,741
+43% +$781K 0.18% 91
2024
Q1
$1.91M Buy
24,848
+1,045
+4% +$80.5K 0.19% 86
2023
Q4
$1.47M Buy
23,803
+1,470
+7% +$90.5K 0.17% 104
2023
Q3
$1.03M Sell
22,333
-3,484
-13% -$160K 0.13% 133
2023
Q2
$1.11M Buy
25,817
+3,576
+16% +$154K 0.12% 145
2023
Q1
$705K Buy
22,241
+11,542
+108% +$366K 0.08% 219
2022
Q4
$265K Buy
+10,699
New +$265K 0.03% 355