Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
15,629
+10,570
+209% +$986K 0.07% 236
2025
Q1
$369K Buy
5,059
+1,276
+34% +$93K 0.02% 556
2024
Q4
$228K Sell
3,783
-903
-19% -$54.5K 0.01% 707
2024
Q3
$352K Sell
4,686
-863
-16% -$64.9K 0.16% 175
2024
Q2
$403K Buy
5,549
+115
+2% +$8.36K 0.19% 144
2024
Q1
$418K Sell
5,434
-151
-3% -$11.6K 0.22% 126
2023
Q4
$344K Buy
5,585
+160
+3% +$9.85K 0.18% 158
2023
Q3
$249K Buy
5,425
+307
+6% +$14.1K 0.14% 228
2023
Q2
$221K Buy
+5,118
New +$221K 0.12% 268
2022
Q1
Sell
-6,865
Closed -$288K 644
2021
Q4
$288K Buy
6,865
+2,150
+46% +$90.1K 0.03% 421
2021
Q3
$211K Buy
+4,715
New +$211K 0.03% 447
2021
Q2
Sell
-5,485
Closed -$299K 492
2021
Q1
$299K Buy
+5,485
New +$299K 0.05% 302