Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
1,257
+60
+5% +$16.8K 0.12% 161
2025
Q1
$373K Buy
1,197
+262
+28% +$81.6K 0.14% 150
2024
Q4
$244K Buy
935
+6
+0.6% +$1.56K 0.09% 177
2024
Q3
$293K Buy
+929
New +$293K 0.1% 170
2023
Q2
$2.58M Buy
11,637
+250
+2% +$55.5K 0.88% 33
2023
Q1
$2.75M Buy
11,387
+630
+6% +$152K 0.93% 30
2022
Q4
$2.83M Buy
10,757
+1,572
+17% +$413K 0.98% 26
2022
Q3
$2.07M Buy
9,185
+1,228
+15% +$277K 0.85% 32
2022
Q2
$1.94M Buy
7,957
+706
+10% +$172K 0.75% 33
2022
Q1
$1.75M Buy
7,251
+1,611
+29% +$389K 0.63% 41
2021
Q4
$1.27M Buy
5,640
+361
+7% +$81.2K 0.44% 61
2021
Q3
$1.12M Buy
5,279
+879
+20% +$187K 0.43% 61
2021
Q2
$1.07M Buy
4,400
+2,237
+103% +$546K 0.41% 65
2021
Q1
$538K Buy
+2,163
New +$538K 0.23% 96