Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
67,167
+4,511
+7% +$127K 0.03% 390
2025
Q1
$1.77M Sell
62,656
-11,208
-15% -$317K 0.03% 371
2024
Q4
$1.68M Buy
73,864
+6,553
+10% +$149K 0.03% 389
2024
Q3
$1.48M Buy
67,311
+15,892
+31% +$350K 0.03% 396
2024
Q2
$983K Sell
51,419
-2,138
-4% -$40.9K 0.02% 422
2024
Q1
$901K Buy
53,557
+834
+2% +$14K 0.02% 444
2023
Q4
$885K Buy
52,723
+3,924
+8% +$65.8K 0.02% 421
2023
Q3
$733K Sell
48,799
-6,722
-12% -$101K 0.02% 403
2023
Q2
$886K Buy
55,521
+5,241
+10% +$83.6K 0.03% 368
2023
Q1
$968K Buy
50,280
+6,261
+14% +$121K 0.04% 318
2022
Q4
$810K Buy
44,019
+6,414
+17% +$118K 0.03% 310
2022
Q3
$577K Sell
37,605
-56,070
-60% -$860K 0.03% 335
2022
Q2
$1.96M Buy
93,675
+76,640
+450% +$1.61M 0.09% 193
2022
Q1
$304K Buy
+17,035
New +$304K 0.01% 359