Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
8,981
+218
+2% +$33.2K 0.36% 67
2025
Q1
$1.29M Buy
8,763
+713
+9% +$105K 0.37% 67
2024
Q4
$1.04M Buy
8,050
+352
+5% +$45.4K 0.31% 77
2024
Q3
$1.05M Sell
7,698
-1,057
-12% -$145K 0.32% 78
2024
Q2
$895K Sell
8,755
-582
-6% -$59.5K 0.29% 80
2024
Q1
$828K Sell
9,337
-208
-2% -$18.4K 0.28% 87
2023
Q4
$872K Buy
9,545
+312
+3% +$28.5K 0.32% 76
2023
Q3
$723K Buy
9,233
+170
+2% +$13.3K 0.33% 72
2023
Q2
$758K Buy
9,063
+1,958
+28% +$164K 0.34% 65
2023
Q1
$624K Buy
7,105
+655
+10% +$57.6K 0.32% 78
2022
Q4
$647K Buy
6,450
+301
+5% +$30.2K 0.35% 70
2022
Q3
$568K Buy
6,149
+1,180
+24% +$109K 0.33% 76
2022
Q2
$538K Buy
4,969
+696
+16% +$75.3K 0.3% 84
2022
Q1
$532K Buy
4,273
+593
+16% +$73.8K 0.26% 89
2021
Q4
$547K Buy
+3,680
New +$547K 0.27% 88