Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
26,763
+6,913
+35% +$472K 0.03% 400
2025
Q1
$1.3M Sell
19,850
-1,658
-8% -$108K 0.02% 433
2024
Q4
$1.84M Sell
21,508
-431
-2% -$36.8K 0.03% 372
2024
Q3
$1.71M Buy
21,939
+5,748
+36% +$449K 0.03% 374
2024
Q2
$940K Buy
16,191
+1,208
+8% +$70.1K 0.02% 430
2024
Q1
$1M Sell
14,983
-8,451
-36% -$566K 0.02% 428
2023
Q4
$1.44M Sell
23,434
-5,027
-18% -$309K 0.04% 345
2023
Q3
$1.66M Sell
28,461
-1,238
-4% -$72.4K 0.05% 289
2023
Q2
$1.98M Buy
29,699
+13,745
+86% +$917K 0.07% 254
2023
Q1
$1.21M Buy
15,954
+5,082
+47% +$386K 0.05% 288
2022
Q4
$774K Sell
10,872
-2,825
-21% -$201K 0.03% 318
2022
Q3
$1.18M Sell
13,697
-4,665
-25% -$402K 0.06% 255
2022
Q2
$1.28M Buy
18,362
+5,601
+44% +$391K 0.06% 258
2022
Q1
$1.48M Buy
12,761
+8,398
+192% +$971K 0.07% 188
2021
Q4
$823K Buy
+4,363
New +$823K 0.03% 246