Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
11,402
+766
+7% +$71.5K 0.09% 240
2025
Q1
$774K Buy
10,636
+1,448
+16% +$105K 0.07% 283
2024
Q4
$558K Sell
9,188
-103
-1% -$6.26K 0.05% 350
2024
Q3
$704K Buy
9,291
+294
+3% +$22.3K 0.07% 271
2024
Q2
$654K Sell
8,997
-80
-0.9% -$5.81K 0.1% 181
2024
Q1
$699K Sell
9,077
-384
-4% -$29.6K 0.11% 185
2023
Q4
$583K Sell
9,461
-3,109
-25% -$191K 0.08% 249
2023
Q3
$578K Sell
12,570
-12,687
-50% -$583K 0.13% 150
2023
Q2
$1.09M Sell
25,257
-275
-1% -$11.9K 0.18% 115
2023
Q1
$809K Buy
25,532
+100
+0.4% +$3.17K 0.13% 137
2022
Q4
$629K Buy
25,432
+12,862
+102% +$318K 0.12% 132
2022
Q3
$578K Sell
12,570
-12,796
-50% -$588K 0.13% 150
2022
Q2
$592K Buy
+25,366
New +$592K 0.13% 119