Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
46,934
+880
+2% +$21.3K 0.53% 33
2025
Q1
$1.17M Sell
46,054
-2,795
-6% -$70.8K 0.6% 29
2024
Q4
$1.3M Buy
48,849
+6,514
+15% +$173K 0.7% 26
2024
Q3
$1.23M Buy
42,335
+930
+2% +$26.9K 0.68% 25
2024
Q2
$1.16M Buy
41,405
+1,543
+4% +$43.2K 0.67% 25
2024
Q1
$1.11M Buy
39,862
+2,582
+7% +$71.7K 0.67% 26
2023
Q4
$1.07M Sell
37,280
-4,170
-10% -$120K 0.71% 30
2023
Q3
$1.37M Buy
41,450
+3,465
+9% +$115K 0.93% 20
2023
Q2
$1.39M Buy
37,985
+219
+0.6% +$8.03K 0.89% 22
2023
Q1
$1.54M Buy
37,766
+955
+3% +$39K 1.02% 21
2022
Q4
$1.89M Buy
36,811
+7,268
+25% +$372K 1.31% 19
2022
Q3
$1.29M Buy
29,543
+6,659
+29% +$291K 1.05% 22
2022
Q2
$1.2M Buy
22,884
+842
+4% +$44.2K 0.91% 25
2022
Q1
$1.14M Buy
22,042
+1,177
+6% +$60.9K 0.73% 28
2021
Q4
$1.23M Buy
+20,865
New +$1.23M 0.75% 25
2021
Q1
$1.14M Buy
+22,042
New +$1.14M 0.73% 28