Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.11M Buy
92,784
+5,019
+6% +$222K 0.03% 377
2025
Q1
$2.91M Buy
87,765
+3,098
+4% +$103K 0.03% 432
2024
Q4
$3.09M Buy
84,667
+11,463
+16% +$418K 0.03% 411
2024
Q3
$2.07M Sell
73,204
-1,012
-1% -$28.7K 0.02% 507
2024
Q2
$1.91M Buy
74,216
+10,949
+17% +$282K 0.02% 503
2024
Q1
$1.58M Buy
63,267
+16,831
+36% +$419K 0.02% 584
2023
Q4
$848K Sell
46,436
-4,084
-8% -$74.6K 0.01% 732
2023
Q3
$946K Buy
50,520
+473
+0.9% +$8.86K 0.01% 663
2023
Q2
$1.13M Buy
50,047
+15,367
+44% +$347K 0.02% 615
2023
Q1
$616K Buy
34,680
+338
+1% +$6K 0.01% 844
2022
Q4
$619K Buy
34,342
+5,250
+18% +$94.7K 0.01% 817
2022
Q3
$486K Buy
29,092
+2,227
+8% +$37.2K 0.01% 850
2022
Q2
$348K Buy
+26,865
New +$348K 0.01% 972