Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
2,100
-17,274
-89% -$3.31M 0.04% 397
2025
Q1
$3.13M Buy
19,374
+2,021
+12% +$327K 0.03% 460
2024
Q4
$2.99M Buy
17,353
+2,377
+16% +$410K 0.03% 450
2024
Q3
$2.43M Buy
14,976
+1,058
+8% +$172K 0.03% 499
2024
Q2
$2.03M Sell
13,918
-1,554
-10% -$226K 0.03% 498
2024
Q1
$2.61M Buy
15,472
+4,371
+39% +$738K 0.04% 397
2023
Q4
$1.74M Buy
11,101
+2,304
+26% +$361K 0.03% 449
2023
Q3
$1.07M Buy
8,797
+2,398
+37% +$291K 0.02% 532
2023
Q2
$854K Buy
6,399
+2,585
+68% +$345K 0.02% 595
2023
Q1
$396K Buy
3,814
+739
+24% +$76.8K 0.01% 758
2022
Q4
$334K Buy
+3,075
New +$334K 0.01% 776