Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
+617
New +$179K 0.24% 81
2025
Q1
Sell
-3,967
Closed -$1.1M 343
2024
Q4
$1.1M Buy
3,967
+688
+21% +$190K 0.45% 98
2024
Q3
$946K Sell
3,279
-27
-0.8% -$7.79K 0.44% 74
2024
Q2
$843K Buy
3,306
+154
+5% +$39.3K 0.41% 106
2024
Q1
$817K Buy
+3,152
New +$817K 0.43% 78
2023
Q3
Sell
-3,794
Closed -$731K 441
2023
Q2
$731K Sell
3,794
-175
-4% -$33.7K 0.43% 97
2023
Q1
$771K Buy
+3,969
New +$771K 0.42% 116
2022
Q4
Sell
-3,692
Closed -$672K 452
2022
Q3
$672K Buy
3,692
+133
+4% +$24.2K 0.27% 120
2022
Q2
$700K Buy
+3,559
New +$700K 0.26% 121