Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.97M Buy
31,665
+2,201
+7% +$345K 0.19% 106
2025
Q1
$3.81M Buy
29,464
+576
+2% +$74.4K 0.17% 112
2024
Q4
$4.13M Buy
28,888
+1,807
+7% +$258K 0.17% 114
2024
Q3
$4.05M Buy
27,081
+161
+0.6% +$24.1K 0.17% 110
2024
Q2
$3.48M Buy
26,920
+2,372
+10% +$306K 0.16% 117
2024
Q1
$3.34M Buy
24,548
+848
+4% +$115K 0.16% 118
2023
Q4
$2.83M Sell
23,700
-197
-0.8% -$23.5K 0.15% 129
2023
Q3
$2.34M Buy
23,897
+23
+0.1% +$2.25K 0.13% 130
2023
Q2
$2.23M Buy
23,874
+2,276
+11% +$212K 0.12% 133
2023
Q1
$1.86M Hold
21,598
0.11% 140
2022
Q4
$1.75M Hold
21,598
0.12% 138
2022
Q3
$1.41M Buy
21,598
+2,156
+11% +$141K 0.1% 143
2022
Q2
$1.31M Sell
19,442
-292
-1% -$19.6K 0.1% 137
2022
Q1
$1.48M Buy
+19,734
New +$1.48M 0.08% 143