Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
5,918
+235
+4% +$53.4K 0.21% 73
2025
Q1
$1.39M Sell
5,683
-166
-3% -$40.5K 0.24% 69
2024
Q4
$1.65M Buy
5,849
+351
+6% +$98.7K 0.27% 59
2024
Q3
$1.5M Buy
5,498
+403
+8% +$110K 0.27% 59
2024
Q2
$1.53M Buy
5,095
+540
+12% +$162K 0.31% 54
2024
Q1
$1.32M Buy
4,555
+595
+15% +$172K 0.3% 57
2023
Q4
$1M Buy
3,960
+288
+8% +$72.9K 0.28% 59
2023
Q3
$973K Buy
3,672
+292
+9% +$77.4K 0.32% 57
2023
Q2
$838K Buy
3,380
+645
+24% +$160K 0.29% 56
2023
Q1
$625K Sell
2,735
-352
-11% -$80.4K 0.27% 64
2022
Q4
$535K Buy
3,087
+362
+13% +$62.7K 0.28% 68
2022
Q3
$405K Buy
2,725
+157
+6% +$23.3K 0.25% 75
2022
Q2
$582K Sell
2,568
-319
-11% -$72.3K 0.36% 46
2022
Q1
$668K Sell
2,887
-49
-2% -$11.3K 0.39% 54
2021
Q4
$759K Buy
+2,936
New +$759K 0.42% 45