Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.6M Buy
8,189
+761
+10% +$242K 0.21% 111
2025
Q1
$1.96M Buy
7,428
+689
+10% +$182K 0.18% 131
2024
Q4
$2.81M Buy
6,739
+271
+4% +$113K 0.26% 86
2024
Q3
$1.67M Sell
6,468
-34
-0.5% -$8.79K 0.18% 127
2024
Q2
$1.29M Buy
6,502
+306
+5% +$60.6K 0.19% 113
2024
Q1
$1.09M Buy
6,196
+490
+9% +$86.1K 0.17% 136
2023
Q4
$1.42M Sell
5,706
-446
-7% -$111K 0.19% 124
2023
Q3
$1.54M Buy
6,152
+2,087
+51% +$522K 0.33% 61
2023
Q2
$1.06M Sell
4,065
-1,397
-26% -$366K 0.17% 120
2023
Q1
$1.13M Buy
5,462
+792
+17% +$164K 0.19% 98
2022
Q4
$575K Sell
4,670
-1,482
-24% -$182K 0.11% 139
2022
Q3
$1.54M Buy
6,152
+1,946
+46% +$487K 0.33% 61
2022
Q2
$1.14M Buy
4,206
+711
+20% +$193K 0.26% 73
2022
Q1
$1.18M Buy
+3,495
New +$1.18M 0.24% 94