Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
3,391
+1,102
+48% +$589K 0.09% 162
2025
Q1
$846K Buy
2,289
+14
+0.6% +$5.18K 0.05% 241
2024
Q4
$1.03M Sell
2,275
-535
-19% -$243K 0.06% 217
2024
Q3
$1.21M Buy
2,810
+60
+2% +$25.8K 0.08% 186
2024
Q2
$1M Buy
2,750
+59
+2% +$21.5K 0.07% 194
2024
Q1
$942K Hold
2,691
0.07% 204
2023
Q4
$580K Sell
2,691
-33
-1% -$7.11K 0.04% 254
2023
Q3
$573K Hold
2,724
0.05% 237
2023
Q2
$503K Hold
2,724
0.04% 264
2023
Q1
$443K Sell
2,724
-634
-19% -$103K 0.03% 275
2022
Q4
$497K Sell
3,358
-1,727
-34% -$256K 0.04% 260
2022
Q3
$587K Buy
5,085
+731
+17% +$84.4K 0.05% 229
2022
Q2
$448K Buy
4,354
+1,477
+51% +$152K 0.03% 265
2022
Q1
$324K Buy
2,877
+75
+3% +$8.45K 0.02% 313
2021
Q4
$357K Buy
2,802
+121
+5% +$15.4K 0.02% 293
2021
Q3
$309K Buy
2,681
+41
+2% +$4.73K 0.02% 301
2021
Q2
$325K Buy
2,640
+232
+10% +$28.6K 0.02% 304
2021
Q1
$270K Buy
+2,408
New +$270K 0.02% 309