Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
27,775
+651
+2% +$27.3K 0.01% 657
2025
Q1
$852K Buy
27,124
+512
+2% +$16.1K 0.01% 751
2024
Q4
$921K Buy
26,612
+1,692
+7% +$58.5K 0.01% 753
2024
Q3
$573K Buy
24,920
+254
+1% +$5.84K 0.01% 895
2024
Q2
$649K Sell
24,666
-2,738
-10% -$72K 0.01% 826
2024
Q1
$596K Sell
27,404
-276
-1% -$6.01K 0.01% 896
2023
Q4
$575K Buy
27,680
+237
+0.9% +$4.93K 0.01% 879
2023
Q3
$414K Buy
27,443
+2,451
+10% +$37K 0.01% 956
2023
Q2
$332K Sell
24,992
-3,309
-12% -$43.9K ﹤0.01% 1033
2023
Q1
$418K Buy
28,301
+1,258
+5% +$18.6K 0.01% 960
2022
Q4
$301K Buy
27,043
+2,923
+12% +$32.5K ﹤0.01% 1034
2022
Q3
$199K Buy
24,120
+2,863
+13% +$23.6K ﹤0.01% 1087
2022
Q2
$208K Buy
21,257
+1,115
+6% +$10.9K ﹤0.01% 1086
2022
Q1
$264K Sell
20,142
-369
-2% -$4.84K ﹤0.01% 1048
2021
Q4
$371K Buy
+20,511
New +$371K 0.01% 1003