Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
24,756
+1,329
+6% +$72.3K 0.52% 57
2025
Q1
$1.3M Buy
23,427
+8,028
+52% +$446K 0.57% 49
2024
Q4
$1.06M Sell
15,399
-198
-1% -$13.7K 0.46% 57
2024
Q3
$1.04M Buy
15,597
+3,653
+31% +$243K 0.43% 61
2024
Q2
$885K Sell
11,944
-850
-7% -$63K 0.39% 60
2024
Q1
$1.28M Sell
12,794
-186
-1% -$18.6K 0.56% 45
2023
Q4
$1.07M Buy
12,980
+62
+0.5% +$5.13K 0.5% 52
2023
Q3
$796K Sell
12,918
-683
-5% -$42.1K 0.4% 57
2023
Q2
$892K Sell
13,601
-92
-0.7% -$6.03K 0.43% 57
2023
Q1
$666K Buy
13,693
+1,190
+10% +$57.9K 0.35% 60
2022
Q4
$529K Buy
12,503
+1,677
+15% +$71K 0.27% 66
2022
Q3
$476K Buy
10,826
+1,385
+15% +$60.9K 0.29% 63
2022
Q2
$514K Buy
+9,441
New +$514K 0.3% 62