Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
8,703
+6
+0.1% +$1.74K 1.12% 23
2025
Q1
$2.63M Buy
8,697
+323
+4% +$97.6K 1.29% 19
2024
Q4
$2.31M Buy
8,374
+139
+2% +$38.4K 1.2% 20
2024
Q3
$2.38M Sell
8,235
-1,586
-16% -$457K 1.25% 20
2024
Q2
$2.51M Buy
9,821
+988
+11% +$252K 1.45% 19
2024
Q1
$2.29M Sell
8,833
-151
-2% -$39.1K 1.38% 18
2023
Q4
$2.03M Buy
8,984
+538
+6% +$122K 1.41% 16
2023
Q3
$1.76M Buy
8,446
+492
+6% +$102K 1.4% 17
2023
Q2
$1.53M Buy
7,954
+421
+6% +$81.1K 1.16% 21
2023
Q1
$1.46M Buy
7,533
+877
+13% +$170K 1.07% 20
2022
Q4
$1.47M Buy
6,656
+582
+10% +$128K 1.14% 19
2022
Q3
$1.11M Buy
6,074
+269
+5% +$48.9K 1% 23
2022
Q2
$1.14M Buy
5,805
+993
+21% +$195K 1% 19
2022
Q1
$1.03M Buy
4,812
+709
+17% +$152K 0.79% 20
2021
Q4
$793K Buy
+4,103
New +$793K 0.61% 25