Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
7,590
+243
+3% +$53.3K 0.74% 36
2025
Q1
$1.4M Buy
7,347
+386
+6% +$73.4K 0.69% 45
2024
Q4
$1.53M Buy
6,961
+137
+2% +$30.1K 0.79% 35
2024
Q3
$1.27M Sell
6,824
-82
-1% -$15.3K 0.67% 49
2024
Q2
$1.33M Buy
6,906
+544
+9% +$105K 0.77% 35
2024
Q1
$1.15M Buy
6,362
+141
+2% +$25.4K 0.69% 44
2023
Q4
$945K Buy
6,221
+358
+6% +$54.4K 0.66% 46
2023
Q3
$745K Buy
5,863
+541
+10% +$68.8K 0.59% 47
2023
Q2
$694K Buy
5,322
+182
+4% +$23.7K 0.53% 54
2023
Q1
$531K Buy
5,140
+1,434
+39% +$148K 0.39% 56
2022
Q4
$311K Buy
+3,706
New +$311K 0.24% 72
2022
Q3
Sell
-4,565
Closed -$485K 78
2022
Q2
$485K Buy
4,565
+305
+7% +$32.4K 0.42% 52
2022
Q1
$694K Buy
4,260
+140
+3% +$22.8K 0.53% 37
2021
Q4
$683K Buy
+4,120
New +$683K 0.53% 34