Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.13M Buy
31,595
+17,140
+119% +$1.7M 0.22% 64
2025
Q1
$1.29M Buy
14,455
+319
+2% +$28.5K 0.11% 101
2024
Q4
$1.11M Sell
14,136
-230
-2% -$18.1K 0.1% 106
2024
Q3
$1.34M Sell
14,366
-1,257
-8% -$118K 0.14% 97
2024
Q2
$1.46M Buy
15,623
+3,369
+27% +$315K 0.15% 84
2024
Q1
$1.28M Sell
12,254
-927
-7% -$97K 0.23% 77
2023
Q4
$949K Sell
13,181
-12,497
-49% -$900K 0.18% 78
2023
Q3
$2.13M Buy
25,678
+1,415
+6% +$117K 0.41% 48
2023
Q2
$1.68M Buy
24,263
+2,373
+11% +$165K 0.39% 41
2023
Q1
$1.89M Buy
21,890
+2,555
+13% +$220K 0.43% 34
2022
Q4
$1.32M Buy
+19,335
New +$1.32M 0.32% 55