Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.71M Buy
109,483
+4,500
+4% +$317K 0.04% 433
2025
Q1
$7.69M Buy
104,983
+20,896
+25% +$1.53M 0.05% 381
2024
Q4
$5.27M Sell
84,087
-1,283
-2% -$80.4K 0.03% 486
2024
Q3
$5.63M Buy
85,370
+3,388
+4% +$223K 0.04% 431
2024
Q2
$5.92M Buy
81,982
+46,557
+131% +$3.36M 0.04% 403
2024
Q1
$2.37M Sell
35,425
-10,409
-23% -$698K 0.02% 630
2023
Q4
$2.9M Buy
45,834
+13,591
+42% +$860K 0.03% 530
2023
Q3
$2.08M Buy
32,243
+7,704
+31% +$496K 0.02% 588
2023
Q2
$1.48M Buy
24,539
+4,615
+23% +$279K 0.02% 702
2023
Q1
$1.16M Sell
19,924
-20,570
-51% -$1.2M 0.01% 731
2022
Q4
$641K Buy
40,494
+5,297
+15% +$83.9K 0.02% 676
2022
Q3
$1.75M Sell
35,197
-3,195
-8% -$159K 0.03% 463
2022
Q2
$2.01M Buy
+38,392
New +$2.01M 0.03% 436