Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
281,144
+54,281
+24% +$527K 0.07% 243
2025
Q1
$2.26M Buy
226,863
+9,245
+4% +$92.3K 0.06% 287
2024
Q4
$1.93M Buy
217,618
+22,913
+12% +$203K 0.06% 289
2024
Q3
$2.27M Buy
194,705
+57,967
+42% +$677K 0.07% 246
2024
Q2
$1.53M Buy
136,738
+13,130
+11% +$147K 0.05% 322
2024
Q1
$1.51M Buy
123,608
+399
+0.3% +$4.86K 0.05% 329
2023
Q4
$1.95M Buy
123,209
+18,998
+18% +$301K 0.08% 244
2023
Q3
$1.4M Sell
104,211
-1,479
-1% -$19.8K 0.07% 301
2023
Q2
$1.42M Buy
105,690
+85,037
+412% +$1.14M 0.08% 285
2023
Q1
$326K Sell
20,653
-506
-2% -$7.99K 0.02% 576
2022
Q4
$359K Buy
+21,159
New +$359K 0.03% 491