Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
8,798
+395
+5% +$89.8K 0.18% 116
2025
Q1
$2.05M Sell
8,403
-912
-10% -$222K 0.2% 114
2024
Q4
$2.62M Buy
9,315
+1,223
+15% +$344K 0.25% 90
2024
Q3
$2.21M Buy
8,092
+425
+6% +$116K 0.22% 109
2024
Q2
$2.3M Buy
7,667
+87
+1% +$26.1K 0.27% 96
2024
Q1
$2.2M Buy
7,580
+610
+9% +$177K 0.28% 96
2023
Q4
$1.76M Sell
6,970
-191
-3% -$48.3K 0.24% 113
2023
Q3
$1.9M Sell
7,161
-78
-1% -$20.7K 0.26% 107
2023
Q2
$1.79M Sell
7,239
-292
-4% -$72.4K 0.26% 104
2023
Q1
$1.72M Buy
7,531
+513
+7% +$117K 0.27% 102
2022
Q4
$1.22M Buy
7,018
+3,374
+93% +$584K 0.21% 122
2022
Q3
$541K Buy
3,644
+1,249
+52% +$185K 0.14% 159
2022
Q2
$543K Buy
2,395
+885
+59% +$201K 0.15% 145
2022
Q1
$349K Buy
1,510
+323
+27% +$74.7K 0.09% 174
2021
Q4
$307K Buy
1,187
+64
+6% +$16.6K 0.08% 182
2021
Q3
$246K Buy
1,123
+45
+4% +$9.86K 0.08% 178
2021
Q2
$322K Sell
1,078
-7
-0.6% -$2.09K 0.1% 170
2021
Q1
$308K Buy
1,085
+3
+0.3% +$852 0.11% 160
2020
Q4
$281K Buy
+1,082
New +$281K 0.11% 163