Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
4,533
+87
+2% +$29.3K 0.01% 538
2025
Q1
$930K Buy
4,446
+69
+2% +$14.4K 0.01% 648
2024
Q4
$890K Buy
4,377
+140
+3% +$28.5K 0.01% 667
2024
Q3
$738K Sell
4,237
-210
-5% -$36.6K ﹤0.01% 747
2024
Q2
$572K Buy
4,447
+118
+3% +$15.2K ﹤0.01% 805
2024
Q1
$381K Sell
4,329
-373
-8% -$32.8K ﹤0.01% 951
2023
Q4
$249K Buy
+4,702
New +$249K ﹤0.01% 1071
2023
Q2
Sell
-69,903
Closed -$684K 1169
2023
Q1
$684K Buy
69,903
+1,563
+2% +$15.3K 0.01% 686
2022
Q4
$324K Buy
+68,340
New +$324K ﹤0.01% 951
2022
Q1
Sell
-1,332
Closed -$309K 1188
2021
Q4
$309K Buy
1,332
+59
+5% +$13.7K ﹤0.01% 1015
2021
Q3
$384K Buy
1,273
+62
+5% +$18.7K ﹤0.01% 932
2021
Q2
$366K Buy
1,211
+11
+0.9% +$3.33K ﹤0.01% 936
2021
Q1
$315K Buy
1,200
+130
+12% +$34.1K ﹤0.01% 955
2020
Q4
$256K Buy
+1,070
New +$256K ﹤0.01% 979