Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
4,193
+202
+5% +$78.2K 0.76% 29
2025
Q1
$1.53M Buy
3,991
+73
+2% +$28K 0.8% 28
2024
Q4
$1.74M Sell
3,918
-128
-3% -$56.9K 0.92% 26
2024
Q3
$2.09M Buy
4,046
+247
+7% +$128K 1.08% 24
2024
Q2
$2.11M Buy
3,799
+21
+0.6% +$11.7K 1.18% 25
2024
Q1
$1.91M Sell
3,778
-359
-9% -$181K 1.06% 28
2023
Q4
$2.47M Sell
4,137
-91
-2% -$54.3K 1.47% 20
2023
Q3
$2.16M Sell
4,228
-9
-0.2% -$4.59K 1.42% 19
2023
Q2
$2.07M Buy
4,237
+21
+0.5% +$10.3K 1.35% 21
2023
Q1
$1.62M Buy
4,216
+382
+10% +$147K 1.01% 23
2022
Q4
$1.29M Sell
3,834
-568
-13% -$191K 0.85% 28
2022
Q3
$1.21M Buy
4,402
+186
+4% +$51.2K 0.86% 26
2022
Q2
$1.54M Buy
4,216
+324
+8% +$119K 1.18% 23
2022
Q1
$1.77M Buy
3,892
+37
+1% +$16.9K 1.23% 21
2021
Q4
$2.19M Sell
3,855
-23
-0.6% -$13K 1.48% 16
2021
Q3
$2.23M Buy
3,878
+779
+25% +$449K 1.96% 13
2021
Q2
$1.82M Buy
+3,099
New +$1.82M 1.86% 15