Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
3,909
+141
+4% +$44.8K 0.57% 39
2025
Q1
$977K Buy
3,768
+259
+7% +$67.1K 0.51% 42
2024
Q4
$1.42M Buy
3,509
+110
+3% +$44.4K 0.69% 38
2024
Q3
$889K Hold
3,399
0.44% 43
2024
Q2
$673K Sell
3,399
-266
-7% -$52.6K 0.35% 42
2024
Q1
$644K Sell
3,665
-396
-10% -$69.6K 0.35% 45
2023
Q4
$1.01M Sell
4,061
-39
-1% -$9.69K 0.63% 40
2023
Q3
$1.03M Sell
4,100
-72
-2% -$18K 0.79% 36
2023
Q2
$1.09M Buy
4,172
+5
+0.1% +$1.31K 0.82% 36
2023
Q1
$864K Hold
4,167
0.76% 35
2022
Q4
$513K Buy
4,167
+125
+3% +$15.4K 0.52% 42
2022
Q3
$1.07M Buy
4,042
+28
+0.7% +$7.43K 1.07% 33
2022
Q2
$901K Buy
4,014
+9
+0.2% +$2.02K 0.8% 38
2022
Q1
$1.44M Buy
4,005
+246
+7% +$88.4K 1.04% 36
2021
Q4
$1.32M Buy
3,759
+81
+2% +$28.5K 0.81% 44
2021
Q3
$951K Hold
3,678
0.65% 52
2021
Q2
$833K Hold
3,678
0.59% 51
2021
Q1
$819K Buy
3,678
+60
+2% +$13.4K 0.64% 50
2020
Q4
$851K Buy
3,618
+72
+2% +$16.9K 0.71% 47
2020
Q3
$507K Buy
3,546
+36
+1% +$5.15K 0.48% 49
2020
Q2
$253K Buy
+3,510
New +$253K 0.26% 57