Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
3,537
+369
+12% +$131K 0.44% 32
2025
Q1
$1.11M Buy
3,168
+62
+2% +$21.7K 0.48% 30
2024
Q4
$982K Sell
3,106
-249
-7% -$78.7K 0.64% 32
2024
Q3
$922K Sell
3,355
-564
-14% -$155K 0.53% 42
2024
Q2
$1.03M Buy
3,919
+463
+13% +$122K 0.52% 39
2024
Q1
$965K Buy
3,456
+372
+12% +$104K 0.61% 38
2023
Q4
$803K Buy
3,084
+154
+5% +$40.1K 0.57% 37
2023
Q3
$674K Sell
2,930
-382
-12% -$87.9K 0.55% 39
2023
Q2
$787K Buy
3,312
+44
+1% +$10.5K 0.55% 36
2023
Q1
$737K Buy
3,268
+540
+20% +$122K 0.56% 35
2022
Q4
$567K Buy
+2,728
New +$567K 0.45% 42