Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
+25,392
New +$1.54M 0.06% 323
2024
Q4
$999K Buy
20,203
+270
+1% +$13.4K 0.08% 255
2024
Q3
$901K Sell
19,933
-6,366
-24% -$288K 0.11% 178
2024
Q2
$1.14M Buy
26,299
+2,206
+9% +$96K 0.2% 99
2024
Q1
$948K Sell
24,093
-629
-3% -$24.8K 0.19% 118
2023
Q4
$1M Buy
24,722
+1,764
+8% +$71.5K 0.22% 110
2023
Q3
$906K Buy
22,958
+1,027
+5% +$40.5K 0.22% 106
2023
Q2
$869K Buy
21,931
+3,693
+20% +$146K 0.21% 106
2023
Q1
$622K Buy
18,238
+2,237
+14% +$76.3K 0.16% 140
2022
Q4
$499K Buy
16,001
+1,962
+14% +$61.1K 0.16% 147
2022
Q3
$366K Buy
14,039
+865
+7% +$22.6K 0.14% 177
2022
Q2
$430K Buy
13,174
+5,902
+81% +$193K 0.17% 145
2022
Q1
$249K Buy
+7,272
New +$249K 0.09% 198