Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
20,105
+2,393
+14% +$123K 0.03% 509
2025
Q1
$948K Sell
17,712
-1,247
-7% -$66.7K 0.03% 525
2024
Q4
$907K Sell
18,959
-257
-1% -$12.3K 0.03% 536
2024
Q3
$854K Buy
19,216
+613
+3% +$27.3K 0.03% 564
2024
Q2
$792K Buy
18,603
+279
+2% +$11.9K 0.02% 582
2024
Q1
$762K Buy
18,324
+1,680
+10% +$69.8K 0.02% 587
2023
Q4
$611K Buy
16,644
+3,178
+24% +$117K 0.02% 613
2023
Q3
$479K Hold
13,466
0.02% 676
2023
Q2
$457K Hold
13,466
0.02% 778
2023
Q1
$464K Sell
13,466
-624
-4% -$21.5K 0.02% 763
2022
Q4
$463K Buy
14,090
+3,525
+33% +$116K 0.02% 736
2022
Q3
$317K Buy
+10,565
New +$317K 0.01% 871