Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.37M Buy
33,128
+14
+0% +$1.85K 0.07% 232
2025
Q1
$4.39M Sell
33,114
-5,257
-14% -$697K 0.08% 205
2024
Q4
$4.34M Sell
38,371
-1,003
-3% -$113K 0.08% 213
2024
Q3
$4.49M Buy
39,374
+10,126
+35% +$1.15M 0.08% 209
2024
Q2
$3.04M Sell
29,248
-3,004
-9% -$312K 0.07% 246
2024
Q1
$3.42M Sell
32,252
-852
-3% -$90.2K 0.08% 218
2023
Q4
$3.64M Buy
33,104
+381
+1% +$41.9K 0.09% 188
2023
Q3
$3.17M Sell
32,723
-40,036
-55% -$3.88M 0.1% 178
2023
Q2
$7.93M Buy
72,759
+29,154
+67% +$3.18M 0.27% 99
2023
Q1
$4.42M Sell
43,605
-2,872
-6% -$291K 0.17% 131
2022
Q4
$5.1M Buy
46,477
+2,318
+5% +$254K 0.22% 104
2022
Q3
$4.27M Buy
44,159
+5,037
+13% +$487K 0.2% 112
2022
Q2
$4.25M Buy
39,122
+23,708
+154% +$2.58M 0.19% 117
2022
Q1
$1.82M Buy
+15,414
New +$1.82M 0.08% 164