Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.03M Buy
7,852
+5,516
+236% +$4.94M 0.08% 195
2025
Q1
$1.59M Buy
2,336
+367
+19% +$249K 0.02% 495
2024
Q4
$1.24M Buy
1,969
+559
+40% +$352K 0.02% 452
2024
Q3
$1.09M Sell
1,410
-372
-21% -$288K 0.02% 401
2024
Q2
$1.47M Buy
1,782
+14
+0.8% +$11.5K 0.03% 328
2024
Q1
$1.23M Sell
1,768
-18
-1% -$12.5K 0.03% 349
2023
Q4
$1.04M Buy
1,786
+106
+6% +$61.6K 0.03% 304
2023
Q3
$770K Sell
1,680
-184
-10% -$84.4K 0.03% 368
2023
Q2
$904K Buy
1,864
+1,099
+144% +$533K 0.03% 351
2023
Q1
$306K Buy
765
+10
+1% +$3.99K 0.01% 504
2022
Q4
$285K Buy
+755
New +$285K 0.01% 547