Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
29,656
+11,769
+66% +$961K 0.01% 623
2025
Q1
$1.77M Sell
17,887
-18,081
-50% -$1.79M 0.01% 727
2024
Q4
$3.61M Buy
35,968
+8,037
+29% +$807K 0.03% 471
2024
Q3
$2.55M Sell
27,931
-982
-3% -$89.5K 0.03% 525
2024
Q2
$2.36M Sell
28,913
-2,751
-9% -$224K 0.03% 473
2024
Q1
$2.54M Sell
31,664
-113
-0.4% -$9.06K 0.04% 425
2023
Q4
$2.23M Sell
31,777
-4,200
-12% -$295K 0.05% 323
2023
Q3
$2.28M Sell
35,977
-1,468
-4% -$93.1K 0.07% 278
2023
Q2
$2.31M Buy
37,445
+10,267
+38% +$634K 0.07% 281
2023
Q1
$1.73M Buy
27,178
+2,562
+10% +$163K 0.06% 329
2022
Q4
$1.62M Buy
24,616
+1,224
+5% +$80.4K 0.06% 319
2022
Q3
$1.2M Buy
23,392
+4,550
+24% +$233K 0.05% 320
2022
Q2
$1.05M Buy
18,842
+6,972
+59% +$387K 0.04% 373
2022
Q1
$838K Sell
11,870
-5,454
-31% -$385K 0.03% 481
2021
Q4
$1.02M Buy
17,324
+6,590
+61% +$387K 0.03% 401
2021
Q3
$622K Buy
10,734
+3,914
+57% +$227K 0.02% 454
2021
Q2
$379K Buy
+6,820
New +$379K 0.01% 503