Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
14,448
+156
+1% +$14.6K 0.26% 80
2025
Q1
$1.04M Sell
14,292
-2,537
-15% -$185K 0.21% 96
2024
Q4
$1.02M Buy
16,829
+2,836
+20% +$171K 0.22% 104
2024
Q3
$1.05M Buy
13,993
+222
+2% +$16.7K 0.22% 94
2024
Q2
$1M Buy
13,771
+1,522
+12% +$111K 0.23% 83
2024
Q1
$943K Sell
12,249
-1,320
-10% -$102K 0.22% 82
2023
Q4
$835K Sell
13,569
-1,981
-13% -$122K 0.21% 79
2023
Q3
$715K Sell
15,550
-1,317
-8% -$60.6K 0.19% 83
2023
Q2
$728K Sell
16,867
-1,570
-9% -$67.8K 0.2% 73
2023
Q1
$584K Sell
18,437
-3,052
-14% -$96.7K 0.16% 99
2022
Q4
$531K Buy
21,489
+1,657
+8% +$41K 0.16% 93
2022
Q3
$526K Buy
19,832
+904
+5% +$24K 0.17% 72
2022
Q2
$387K Buy
18,928
+6,888
+57% +$141K 0.13% 84
2022
Q1
$430K Buy
12,040
+1,695
+16% +$60.5K 0.13% 83
2021
Q4
$387K Buy
10,345
+1,475
+17% +$55.2K 0.13% 87
2021
Q3
$397K Buy
8,870
+2,445
+38% +$109K 0.15% 82
2021
Q2
$322K Buy
+6,425
New +$322K 0.13% 101