Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
59,535
+1,893
+3% +$64.9K 0.02% 596
2025
Q1
$2.13M Buy
57,642
+4,192
+8% +$155K 0.02% 582
2024
Q4
$2.07M Buy
53,450
+6,035
+13% +$234K 0.02% 628
2024
Q3
$1.66M Buy
47,415
+8,727
+23% +$306K 0.02% 653
2024
Q2
$1.43M Hold
38,688
0.01% 666
2024
Q1
$1.52M Sell
38,688
-5,813
-13% -$229K 0.01% 670
2023
Q4
$2.11M Sell
44,501
-1,653
-4% -$78.3K 0.02% 638
2023
Q3
$1.92M Sell
46,154
-2,958
-6% -$123K 0.02% 645
2023
Q2
$1.79M Sell
49,112
-198
-0.4% -$7.21K 0.02% 676
2023
Q1
$1.51M Buy
49,310
+14,676
+42% +$451K 0.02% 712
2022
Q4
$947K Buy
34,634
+16,028
+86% +$438K 0.01% 762
2022
Q3
$631K Buy
+18,606
New +$631K 0.01% 791
2020
Q3
Sell
-2,063
Closed -$48K 1171
2020
Q2
$48K Buy
+2,063
New +$48K ﹤0.01% 1040