Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
9,182
-2,011
-18% -$439K 0.01% 701
2025
Q1
$1.52M Sell
11,193
-1,807
-14% -$246K 0.01% 784
2024
Q4
$1.87M Buy
13,000
+1,537
+13% +$221K 0.01% 711
2024
Q3
$1.37M Sell
11,463
-3,060
-21% -$367K 0.01% 819
2024
Q2
$1.58M Buy
14,523
+241
+2% +$26.2K 0.02% 655
2024
Q1
$1.91M Buy
14,282
+4,056
+40% +$543K 0.03% 540
2023
Q4
$1.3M Sell
10,226
-756
-7% -$96.3K 0.03% 521
2023
Q3
$1.39M Buy
10,982
+429
+4% +$54.4K 0.04% 434
2023
Q2
$1.14M Buy
10,553
+692
+7% +$74.7K 0.03% 498
2023
Q1
$869K Buy
9,861
+5,801
+143% +$511K 0.03% 543
2022
Q4
$277K Buy
4,060
+356
+10% +$24.3K 0.01% 889
2022
Q3
$214K Buy
+3,704
New +$214K 0.01% 941