Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
9,109
+61
+0.7% +$13.3K 0.28% 63
2025
Q1
$1.27M Buy
9,048
+212
+2% +$29.6K 0.19% 83
2024
Q4
$1.47M Buy
8,836
+1,257
+17% +$209K 0.23% 71
2024
Q3
$1.29M Buy
7,579
+195
+3% +$33.2K 0.21% 76
2024
Q2
$1.04M Buy
7,384
+168
+2% +$23.7K 0.19% 83
2024
Q1
$906K Sell
7,216
-435
-6% -$54.6K 0.16% 91
2023
Q4
$807K Sell
7,651
-298
-4% -$31.4K 0.16% 95
2023
Q3
$842K Buy
7,949
+180
+2% +$19.1K 0.19% 87
2023
Q2
$925K Buy
7,769
+453
+6% +$53.9K 0.19% 83
2023
Q1
$680K Sell
7,316
-105
-1% -$9.76K 0.15% 101
2022
Q4
$607K Buy
7,421
+10
+0.1% +$817 0.15% 103
2022
Q3
$453K Buy
7,411
+3,725
+101% +$228K 0.12% 109
2022
Q2
$258K Sell
3,686
-95
-3% -$6.65K 0.07% 144
2022
Q1
$313K Buy
3,781
+105
+3% +$8.69K 0.07% 136
2021
Q4
$321K Buy
3,676
+1,609
+78% +$141K 0.08% 127
2021
Q3
$123K Sell
2,067
-1,609
-44% -$95.7K 0.09% 109
2021
Q2
$286K Buy
3,676
+649
+21% +$50.5K 0.08% 127
2021
Q1
$212K Buy
3,027
+960
+46% +$67.2K 0.08% 115
2020
Q4
$134K Hold
2,067
0.08% 110
2020
Q3
$123K Hold
2,067
0.09% 109
2020
Q2
$114K Buy
2,067
+450
+28% +$24.8K 0.09% 105
2020
Q1
$78K Buy
+1,617
New +$78K 0.08% 112