Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
2,516
+157
+7% +$73.7K 0.14% 146
2025
Q1
$1.1M Sell
2,359
-15
-0.6% -$6.99K 0.14% 138
2024
Q4
$994K Sell
2,374
-37
-2% -$15.5K 0.13% 151
2024
Q3
$1.09M Buy
2,411
+186
+8% +$84.3K 0.14% 150
2024
Q2
$976K Buy
2,225
+99
+5% +$43.4K 0.14% 154
2024
Q1
$914K Sell
2,126
-206
-9% -$88.6K 0.14% 163
2023
Q4
$957K Buy
2,332
+22
+1% +$9.03K 0.14% 181
2023
Q3
$860K Buy
2,310
+199
+9% +$74.1K 0.14% 182
2023
Q2
$804K Buy
2,111
+76
+4% +$29K 0.13% 195
2023
Q1
$723K Buy
2,035
+510
+33% +$181K 0.12% 198
2022
Q4
$497K Buy
1,525
+1
+0.1% +$326 0.09% 255
2022
Q3
$411K Sell
1,524
-134
-8% -$36.1K 0.07% 270
2022
Q2
$477K Sell
1,658
-3
-0.2% -$863 0.09% 256
2022
Q1
$518K Buy
1,661
+627
+61% +$196K 0.1% 238
2021
Q4
$358K Sell
1,034
-1
-0.1% -$346 0.08% 225
2021
Q3
$304K Buy
1,035
+20
+2% +$5.87K 0.08% 225
2021
Q2
$293K Buy
1,015
+19
+2% +$5.49K 0.09% 214
2021
Q1
$287K Hold
996
0.12% 138
2020
Q4
$262K Hold
996
0.12% 129
2020
Q3
$232K Buy
+996
New +$232K 0.13% 129