Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.09M Buy
38,455
+2,976
+8% +$394K 0.08% 161
2025
Q1
$4.24M Buy
35,479
+10,746
+43% +$1.28M 0.08% 159
2024
Q4
$3.25M Buy
24,733
+2,131
+9% +$280K 0.07% 170
2024
Q3
$2.87M Buy
22,602
+3,287
+17% +$417K 0.07% 176
2024
Q2
$2.93M Buy
19,315
+1,641
+9% +$249K 0.08% 140
2024
Q1
$2.92M Sell
17,674
-299
-2% -$49.3K 0.09% 140
2023
Q4
$2.45M Sell
17,973
-528
-3% -$71.9K 0.06% 155
2023
Q3
$2.54M Buy
18,501
+13,072
+241% +$1.79M 0.06% 153
2023
Q2
$696K Sell
5,429
-41
-0.7% -$5.26K 0.01% 467
2023
Q1
$680K Buy
5,470
+320
+6% +$39.8K 0.01% 444
2022
Q4
$440K Sell
5,150
-421
-8% -$36K 0.01% 486
2022
Q3
$585K Buy
5,571
+205
+4% +$21.5K 0.01% 457
2022
Q2
$478K Buy
5,366
+1,522
+40% +$136K 0.01% 484
2022
Q1
$660K Buy
3,844
+965
+34% +$166K 0.01% 488
2021
Q4
$479K Buy
+2,879
New +$479K 0.01% 501