Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
27,887
+4,211
+18% +$299K 0.02% 409
2025
Q1
$1.5M Buy
23,676
+1,057
+5% +$67.1K 0.02% 433
2024
Q4
$1.72M Buy
22,619
+11,325
+100% +$860K 0.02% 413
2024
Q3
$998K Sell
11,294
-31,932
-74% -$2.82M 0.01% 413
2024
Q2
$3.26M Buy
43,226
+8,249
+24% +$622K 0.06% 237
2024
Q1
$3.29M Sell
34,977
-7,764
-18% -$730K 0.06% 222
2023
Q4
$4.64M Buy
42,741
+9,937
+30% +$1.08M 0.13% 143
2023
Q3
$3.14M Buy
32,804
+571
+2% +$54.6K 0.09% 179
2023
Q2
$3.56M Sell
32,233
-2,021
-6% -$223K 0.09% 167
2023
Q1
$4.2M Buy
34,254
+18,245
+114% +$2.24M 0.11% 136
2022
Q4
$1.87M Buy
+16,009
New +$1.87M 0.06% 217
2022
Q2
Sell
-3,133
Closed -$422K 699
2022
Q1
$422K Buy
+3,133
New +$422K 0.01% 311
2021
Q2
Sell
-330
Closed -$44K 566
2021
Q1
$44K Hold
330
﹤0.01% 386
2020
Q4
$46K Buy
+330
New +$46K ﹤0.01% 348
2019
Q1
Hold
0
307
2018
Q4
Hold
0
166