Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
3,669
+44
+1% +$12.3K 0.8% 39
2025
Q1
$1.13M Buy
3,625
+199
+6% +$62K 0.92% 33
2024
Q4
$893K Sell
3,426
-5
-0.1% -$1.3K 0.73% 42
2024
Q3
$1.11M Sell
3,431
-141
-4% -$45.4K 0.89% 34
2024
Q2
$1.12M Sell
3,572
-55
-2% -$17.2K 0.96% 33
2024
Q1
$1.03M Buy
3,627
+236
+7% +$67.1K 0.89% 38
2023
Q4
$977K Sell
3,391
-256
-7% -$73.7K 0.92% 34
2023
Q3
$980K Buy
3,647
+347
+11% +$93.3K 0.92% 35
2023
Q2
$733K Buy
3,300
+201
+6% +$44.6K 0.73% 47
2023
Q1
$758K Buy
3,099
+34
+1% +$8.31K 0.76% 42
2022
Q4
$802K Buy
3,065
+92
+3% +$24.1K 0.9% 35
2022
Q3
$685K Buy
2,973
+87
+3% +$20K 0.83% 37
2022
Q2
$705K Buy
2,886
+419
+17% +$102K 0.83% 37
2022
Q1
$618K Sell
2,467
-364
-13% -$91.2K 0.69% 46
2021
Q4
$634K Buy
+2,831
New +$634K 0.55% 57