Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$918K Buy
8,087
+909
+13% +$103K 0.54% 14
2025
Q1
$676K Buy
7,178
+313
+5% +$29.5K 0.45% 18
2024
Q4
$653K Buy
6,865
+854
+14% +$81.2K 0.41% 22
2024
Q3
$603K Buy
6,011
+933
+18% +$93.6K 0.38% 20
2024
Q2
$549K Sell
5,078
-223
-4% -$24.1K 0.36% 20
2024
Q1
$661K Buy
5,301
+1,148
+28% +$143K 0.42% 21
2023
Q4
$450K Buy
4,153
+538
+15% +$58.3K 0.31% 24
2023
Q3
$345K Sell
3,615
-40
-1% -$3.82K 0.26% 38
2023
Q2
$316K Buy
3,655
+734
+25% +$63.5K 0.24% 39
2023
Q1
$243K Sell
2,921
-1,175
-29% -$97.7K 0.21% 63
2022
Q4
$362K Buy
4,096
+50
+1% +$4.42K 0.3% 32
2022
Q3
$285K Sell
4,046
-131
-3% -$9.23K 0.25% 42
2022
Q2
$343K Sell
4,177
-637
-13% -$52.3K 0.27% 42
2022
Q1
$485K Buy
4,814
+4,335
+905% +$437K 0.32% 26
2021
Q4
$54K Buy
+479
New +$54K 0.08% 495