Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.3M Buy
47,920
+708
+1% +$48.8K 0.16% 91
2025
Q1
$3.26M Buy
47,212
+14,224
+43% +$981K 0.17% 82
2024
Q4
$2.03M Buy
+32,988
New +$2.03M 0.1% 141
2024
Q2
Sell
-52,238
Closed -$2.79M 321
2024
Q1
$2.79M Buy
52,238
+339
+0.7% +$18.1K 0.16% 113
2023
Q4
$2.71M Buy
51,899
+1,878
+4% +$98K 0.17% 103
2023
Q3
$2.54M Buy
50,021
+6,913
+16% +$350K 0.17% 86
2023
Q2
$2.65M Sell
43,108
-1,643
-4% -$101K 0.17% 91
2023
Q1
$2.74M Buy
44,751
+13,136
+42% +$803K 0.19% 72
2022
Q4
$1.99M Buy
31,615
+5,332
+20% +$336K 0.14% 100
2022
Q3
$1.56M Buy
26,283
+3,305
+14% +$196K 0.14% 77
2022
Q2
$1.5M Buy
22,978
+3,192
+16% +$208K 0.13% 74
2022
Q1
$1.35M Buy
+19,786
New +$1.35M 0.1% 89