Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02M Buy
32,404
+4,808
+17% +$449K 0.29% 71
2025
Q1
$2.01M Buy
27,596
+2,188
+9% +$159K 0.21% 103
2024
Q4
$1.53M Buy
25,408
+10,381
+69% +$626K 0.16% 141
2024
Q3
$1.13M Sell
15,027
-432
-3% -$32.5K 0.11% 200
2024
Q2
$1.12M Buy
15,459
+1,961
+15% +$143K 0.12% 193
2024
Q1
$1.04M Buy
13,498
+1,530
+13% +$118K 0.11% 210
2023
Q4
$737K Buy
11,968
+596
+5% +$36.7K 0.09% 256
2023
Q3
$523K Buy
11,372
+5,409
+91% +$249K 0.07% 313
2023
Q2
$257K Buy
5,963
+823
+16% +$35.5K 0.03% 485
2023
Q1
$163K Sell
5,140
-122
-2% -$3.87K 0.02% 604
2022
Q4
$130K Sell
5,262
-8
-0.2% -$198 0.02% 649
2022
Q3
$140K Buy
5,270
+375
+8% +$9.96K 0.02% 570
2022
Q2
$100K Buy
+4,895
New +$100K 0.02% 694