Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
+10,065
New +$762K 0.03% 504
2024
Q4
$532K Buy
6,961
+2,810
+68% +$215K 0.04% 413
2024
Q3
$324K Buy
4,151
+504
+14% +$39.3K 0.04% 423
2024
Q2
$260K Buy
3,647
+480
+15% +$34.3K 0.05% 340
2024
Q1
$257K Sell
3,167
-211
-6% -$17.1K 0.05% 317
2023
Q4
$247K Sell
3,378
-607
-15% -$44.4K 0.05% 305
2023
Q3
$263K Sell
3,985
-1,090
-21% -$72K 0.06% 267
2023
Q2
$377K Buy
5,075
+216
+4% +$16K 0.09% 212
2023
Q1
$375K Buy
4,859
+1,608
+49% +$124K 0.1% 204
2022
Q4
$249K Buy
3,251
+416
+15% +$31.8K 0.08% 269
2022
Q3
$200K Sell
2,835
-2,198
-44% -$155K 0.08% 280
2022
Q2
$426K Sell
5,033
-463
-8% -$39.2K 0.17% 148
2022
Q1
$449K Sell
5,496
-1,295
-19% -$106K 0.17% 134
2021
Q4
$533K Buy
+6,791
New +$533K 0.14% 91