Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
7,258
+230
+3% +$64.2K 0.25% 111
2025
Q1
$2.16M Sell
7,028
-76
-1% -$23.3K 0.26% 106
2024
Q4
$1.85M Buy
7,104
+1,791
+34% +$467K 0.22% 122
2024
Q3
$1.71M Sell
5,313
-152
-3% -$49K 0.24% 121
2024
Q2
$1.71M Buy
5,465
+515
+10% +$161K 0.25% 115
2024
Q1
$1.41M Buy
4,950
+1,271
+35% +$361K 0.23% 122
2023
Q4
$1.06M Buy
3,679
+659
+22% +$190K 0.21% 125
2023
Q3
$812K Buy
3,020
+283
+10% +$76.1K 0.2% 127
2023
Q2
$608K Buy
2,737
+251
+10% +$55.7K 0.15% 162
2023
Q1
$601K Sell
2,486
-174
-7% -$42.1K 0.21% 136
2022
Q4
$691K Buy
2,660
+260
+11% +$67.5K 0.19% 123
2022
Q3
$541K Buy
2,400
+231
+11% +$52.1K 0.22% 115
2022
Q2
$528K Buy
+2,169
New +$528K 0.22% 115