Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Sell
5,827
-35
-0.6% -$13.5K 0.28% 98
2025
Q1
$2.26M Sell
5,862
-235
-4% -$90.6K 0.27% 97
2024
Q4
$2.71M Buy
6,097
+1,174
+24% +$522K 0.33% 77
2024
Q3
$2.55M Buy
4,923
+137
+3% +$70.9K 0.35% 72
2024
Q2
$2.66M Buy
4,786
+578
+14% +$321K 0.4% 67
2024
Q1
$2.12M Buy
4,208
+706
+20% +$356K 0.35% 77
2023
Q4
$2.09M Buy
3,502
+996
+40% +$594K 0.42% 62
2023
Q3
$1.28M Sell
2,506
-83
-3% -$42.3K 0.31% 80
2023
Q2
$1.27M Buy
2,589
+86
+3% +$42.1K 0.32% 81
2023
Q1
$965K Sell
2,503
-1,077
-30% -$415K 0.34% 86
2022
Q4
$1.29M Buy
3,580
+572
+19% +$207K 0.36% 67
2022
Q3
$828K Buy
3,008
+377
+14% +$104K 0.34% 69
2022
Q2
$963K Buy
+2,631
New +$963K 0.4% 55