Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
6,051
+1,841
+44% +$657K 0.02% 493
2025
Q1
$1.68M Buy
4,210
+771
+22% +$308K 0.03% 481
2024
Q4
$1.24M Buy
3,439
+2,022
+143% +$726K 0.02% 453
2024
Q3
$490K Sell
1,417
-4,885
-78% -$1.69M 0.01% 558
2024
Q2
$1.85M Sell
6,302
-195
-3% -$57.2K 0.04% 283
2024
Q1
$1.82M Buy
6,497
+5,733
+750% +$1.6M 0.04% 278
2023
Q4
$222K Buy
764
+63
+9% +$18.3K 0.01% 697
2023
Q3
$227K Sell
701
-424
-38% -$137K 0.01% 667
2023
Q2
$388K Sell
1,125
-50
-4% -$17.3K 0.01% 518
2023
Q1
$370K Buy
1,175
+15
+1% +$4.73K 0.01% 460
2022
Q4
$348K Buy
+1,160
New +$348K 0.01% 505