Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Buy
9,995
+174
+2% +$46.9K 0.38% 60
2025
Q1
$2.49M Sell
9,821
-816
-8% -$207K 0.44% 54
2024
Q4
$2.49M Sell
10,637
-88
-0.8% -$20.6K 0.44% 55
2024
Q3
$2.74M Buy
10,725
+1,191
+12% +$304K 0.47% 49
2024
Q2
$2.27M Buy
9,534
+609
+7% +$145K 0.46% 53
2024
Q1
$2.06M Buy
8,925
+1,499
+20% +$346K 0.43% 63
2023
Q4
$1.47M Buy
7,426
+213
+3% +$42.2K 0.33% 74
2023
Q3
$1.22M Buy
7,213
+239
+3% +$40.5K 0.31% 79
2023
Q2
$1.3M Buy
6,974
+713
+11% +$133K 0.31% 83
2023
Q1
$1.04M Buy
6,261
+888
+17% +$147K 0.26% 98
2022
Q4
$782K Sell
5,373
-2,728
-34% -$397K 0.2% 126
2022
Q3
$1.17M Sell
8,101
-350
-4% -$50.5K 0.3% 83
2022
Q2
$1.3M Sell
8,451
-3,305
-28% -$508K 0.33% 82
2022
Q1
$2.08M Buy
11,756
+3,747
+47% +$661K 0.45% 57
2021
Q4
$1.88M Sell
8,009
-12
-0.1% -$2.82K 0.37% 74
2021
Q3
$1.67M Sell
8,021
-20
-0.2% -$4.17K 0.37% 78
2021
Q2
$1.66M Buy
+8,041
New +$1.66M 0.39% 74