Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
77,880
+2,343
+3% +$51.2K 0.21% 126
2025
Q1
$1.5M Sell
75,537
-1,054
-1% -$20.9K 0.18% 142
2024
Q4
$1.2M Sell
76,591
-717
-0.9% -$11.2K 0.14% 161
2024
Q3
$1.4M Sell
77,308
-1,777
-2% -$32.3K 0.2% 139
2024
Q2
$1.36M Buy
79,085
+4,417
+6% +$75.7K 0.2% 136
2024
Q1
$1.23M Buy
74,668
+15,168
+25% +$250K 0.2% 136
2023
Q4
$894K Buy
59,500
+10,492
+21% +$158K 0.18% 146
2023
Q3
$646K Buy
49,008
+3,355
+7% +$44.2K 0.16% 154
2023
Q2
$615K Buy
45,653
+6,157
+16% +$82.9K 0.16% 160
2023
Q1
$469K Buy
+39,496
New +$469K 0.16% 154
2022
Q4
Sell
-33,950
Closed -$289K 197
2022
Q3
$289K Buy
33,950
+3,070
+10% +$26.1K 0.12% 163
2022
Q2
$306K Buy
+30,880
New +$306K 0.13% 158