Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.94M Sell
55,943
-3,096
-5% -$218K 0.07% 103
2025
Q1
$4.33M Buy
59,039
+5,533
+10% +$405K 0.08% 87
2024
Q4
$3.35M Sell
53,506
-2,570
-5% -$161K 0.06% 109
2024
Q3
$3.7M Buy
56,076
+487
+0.9% +$32.1K 0.07% 96
2024
Q2
$4.01M Buy
55,589
+2,173
+4% +$157K 0.08% 83
2024
Q1
$3.58M Buy
53,416
+1,844
+4% +$124K 0.08% 89
2023
Q4
$3.39M Buy
51,572
+2,217
+4% +$146K 0.08% 89
2023
Q3
$3.18M Buy
49,355
+4,540
+10% +$292K 0.08% 89
2023
Q2
$2.71M Sell
44,815
-633
-1% -$38.2K 0.07% 95
2023
Q1
$2.62M Buy
45,448
+2,524
+6% +$145K 0.07% 100
2022
Q4
$2.44M Buy
42,924
+7,229
+20% +$412K 0.07% 96
2022
Q3
$1.78M Buy
35,695
+5,069
+17% +$252K 0.06% 105
2022
Q2
$1.6M Buy
30,626
+1,604
+6% +$83.9K 0.05% 119
2022
Q1
$1.59M Buy
+29,022
New +$1.59M 0.05% 146