Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
7,681
+126
+2% +$17.1K 0.15% 99
2025
Q1
$1M Buy
7,555
+183
+2% +$24.3K 0.15% 97
2024
Q4
$834K Buy
7,372
+415
+6% +$46.9K 0.13% 107
2024
Q3
$793K Buy
6,957
+731
+12% +$83.3K 0.13% 112
2024
Q2
$647K Sell
6,226
-343
-5% -$35.6K 0.12% 119
2024
Q1
$747K Buy
6,569
+455
+7% +$51.7K 0.13% 106
2023
Q4
$673K Sell
6,114
-816
-12% -$89.8K 0.13% 110
2023
Q3
$671K Buy
6,930
+140
+2% +$13.6K 0.15% 104
2023
Q2
$740K Buy
6,790
+288
+4% +$31.4K 0.16% 95
2023
Q1
$658K Buy
6,502
+910
+16% +$92.1K 0.15% 103
2022
Q4
$614K Sell
5,592
-565
-9% -$62K 0.15% 100
2022
Q3
$596K Buy
6,157
+1,545
+33% +$150K 0.16% 97
2022
Q2
$501K Buy
4,612
+65
+1% +$7.06K 0.14% 101
2022
Q1
$538K Sell
4,547
-1,485
-25% -$176K 0.13% 97
2021
Q4
$849K Buy
6,032
+3,022
+100% +$425K 0.21% 74
2021
Q3
$328K Sell
3,010
-2,720
-47% -$296K 0.24% 69
2021
Q2
$664K Buy
5,730
+1,330
+30% +$154K 0.19% 76
2021
Q1
$527K Buy
4,400
+1,390
+46% +$166K 0.2% 73
2020
Q4
$330K Hold
3,010
0.2% 75
2020
Q3
$328K Hold
3,010
0.24% 69
2020
Q2
$275K Buy
3,010
+1,100
+58% +$100K 0.23% 67
2020
Q1
$151K Buy
+1,910
New +$151K 0.15% 87