Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
62,839
+1,995
+3% +$59.7K 0.67% 46
2025
Q1
$2.06M Buy
60,844
+12,672
+26% +$428K 0.77% 39
2024
Q4
$1.42M Sell
48,172
-18,072
-27% -$534K 0.55% 56
2024
Q3
$2.07M Buy
+66,244
New +$2.07M 0.73% 37
2023
Q2
$1.2M Buy
33,894
+1,379
+4% +$48.7K 0.41% 62
2023
Q1
$1.23M Sell
32,515
-794
-2% -$30.1K 0.42% 64
2022
Q4
$1.16M Sell
33,309
-1,107
-3% -$38.7K 0.4% 64
2022
Q3
$983K Sell
34,416
-921
-3% -$26.3K 0.4% 67
2022
Q2
$1M Buy
35,337
+3,106
+10% +$88.1K 0.39% 70
2022
Q1
$948K Sell
32,231
-194
-0.6% -$5.71K 0.34% 80
2021
Q4
$863K Buy
32,425
+1,268
+4% +$33.7K 0.3% 76
2021
Q3
$852K Buy
31,157
+3,786
+14% +$104K 0.33% 77
2021
Q2
$723K Buy
27,371
+12,209
+81% +$322K 0.28% 84
2021
Q1
$369K Buy
15,162
+1,285
+9% +$31.3K 0.15% 122
2020
Q4
$285K Buy
+13,877
New +$285K 0.13% 127