Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
17,898
+1,320
+8% +$88.5K 0.01% 518
2025
Q1
$1.16M Sell
16,578
-625
-4% -$43.6K 0.01% 505
2024
Q4
$1.25M Buy
17,203
+325
+2% +$23.6K 0.01% 480
2024
Q3
$1.41M Buy
16,878
+836
+5% +$70K 0.01% 455
2024
Q2
$1.04M Buy
16,042
+992
+7% +$64.3K 0.01% 471
2024
Q1
$1.25M Sell
15,050
-3,046
-17% -$254K 0.01% 463
2023
Q4
$1.25M Buy
18,096
+1,274
+8% +$87.8K 0.01% 385
2023
Q3
$964K Buy
16,822
+276
+2% +$15.8K 0.01% 408
2023
Q2
$1M Buy
16,546
+714
+5% +$43.3K 0.01% 411
2023
Q1
$847K Buy
15,832
+2,337
+17% +$125K 0.01% 443
2022
Q4
$683K Buy
13,495
+9,032
+202% +$457K 0.01% 472
2022
Q3
$235K Buy
4,463
+3,153
+241% +$166K ﹤0.01% 640
2022
Q2
$67.6K Sell
1,310
-211
-14% -$10.9K ﹤0.01% 872
2022
Q1
$78.4K Sell
1,521
-205
-12% -$10.6K ﹤0.01% 898
2021
Q4
$121K Buy
+1,726
New +$121K ﹤0.01% 838