Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
6,411
+37
+0.6% +$5.83K 0.05% 293
2025
Q1
$1.12M Buy
6,374
+152
+2% +$26.8K 0.07% 255
2024
Q4
$1.22M Sell
6,222
-78
-1% -$15.3K 0.07% 232
2024
Q3
$1.49M Buy
6,300
+129
+2% +$30.6K 0.09% 198
2024
Q2
$1.3M Sell
6,171
-489
-7% -$103K 0.08% 202
2024
Q1
$1.68M Buy
6,660
+221
+3% +$55.9K 0.1% 180
2023
Q4
$1.49M Buy
6,439
+32
+0.5% +$7.4K 0.1% 180
2023
Q3
$1.26M Buy
6,407
+629
+11% +$124K 0.09% 196
2023
Q2
$1.3M Buy
5,778
+667
+13% +$150K 0.1% 187
2023
Q1
$1.02M Buy
5,111
+212
+4% +$42.2K 0.1% 206
2022
Q4
$1M Buy
4,899
+390
+9% +$79.9K 0.1% 195
2022
Q3
$817K Buy
4,509
+763
+20% +$138K 0.1% 197
2022
Q2
$813K Buy
3,746
+208
+6% +$45.1K 0.1% 183
2022
Q1
$818K Buy
3,538
+398
+13% +$92K 0.09% 203
2021
Q4
$886K Buy
3,140
+883
+39% +$249K 0.1% 173
2021
Q3
$541K Buy
2,257
+153
+7% +$36.7K 0.08% 250
2021
Q2
$510K Buy
2,104
+325
+18% +$78.8K 0.08% 237
2021
Q1
$319K Hold
1,779
0.06% 254
2020
Q4
$319K Buy
1,779
+352
+25% +$63.1K 0.06% 254
2020
Q3
$225K Buy
+1,427
New +$225K 0.05% 261