Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
22,761
+6,173
+37% +$98.2K 0.04% 517
2025
Q1
$262K Buy
16,588
+3,035
+22% +$48K 0.03% 638
2024
Q4
$306K Sell
13,553
-474
-3% -$10.7K 0.04% 539
2024
Q3
$273K Buy
14,027
+2,109
+18% +$41.1K 0.04% 491
2024
Q2
$268K Sell
11,918
-353
-3% -$7.93K 0.04% 379
2024
Q1
$253K Sell
12,271
-69
-0.6% -$1.42K 0.04% 441
2023
Q4
$265K Buy
12,340
+6,556
+113% +$141K 0.05% 373
2023
Q3
$109K Buy
5,784
+391
+7% +$7.39K 0.02% 801
2023
Q2
$94.3K Sell
5,393
-4,278
-44% -$74.8K 0.03% 868
2023
Q1
$155K Buy
9,671
+4,027
+71% +$64.4K 0.05% 504
2022
Q4
$95.8K Buy
5,644
+325
+6% +$5.52K 0.03% 791
2022
Q3
$89K Buy
5,319
+3,363
+172% +$56.3K 0.04% 677
2022
Q2
$42K Buy
+1,956
New +$42K 0.03% 1046