Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
+9,562
New +$2.52M 0.33% 67
2025
Q1
Sell
-8,116
Closed -$2.23M 98
2024
Q4
$2.23M Sell
8,116
-443
-5% -$122K 0.35% 63
2024
Q3
$2.76M Sell
8,559
-264
-3% -$85.2K 0.46% 52
2024
Q2
$2.77M Buy
8,823
+563
+7% +$177K 0.51% 49
2024
Q1
$2.35M Buy
8,260
+277
+3% +$78.8K 0.55% 47
2023
Q4
$2.42M Buy
+7,983
New +$2.42M 0.52% 50
2023
Q3
Sell
-3,147
Closed -$696K 162
2023
Q2
$696K Sell
3,147
-2,082
-40% -$460K 0.17% 105
2023
Q1
$1.26M Buy
5,229
+1,558
+42% +$376K 0.33% 64
2022
Q4
$971K Buy
3,671
+1,556
+74% +$412K 0.26% 74
2022
Q3
$483K Buy
2,115
+1
+0% +$228 0.16% 137
2022
Q2
$519K Buy
2,114
+52
+3% +$12.8K 0.15% 125
2022
Q1
$519K Buy
+2,062
New +$519K 0.12% 123