Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
7,126
+465
+7% +$73.4K 0.02% 586
2025
Q1
$874K Sell
6,661
-311
-4% -$40.8K 0.02% 627
2024
Q4
$996K Sell
6,972
-1,090
-14% -$156K 0.02% 605
2024
Q3
$1.1M Buy
8,062
+1,177
+17% +$160K 0.03% 551
2024
Q2
$889K Sell
6,885
-1,177
-15% -$152K 0.02% 594
2024
Q1
$1.1M Buy
8,062
+5,043
+167% +$686K 0.03% 551
2023
Q4
$360K Sell
3,019
-226
-7% -$27K 0.01% 830
2023
Q3
$318K Sell
3,245
-13
-0.4% -$1.27K 0.01% 788
2023
Q2
$304K Sell
3,258
-2,349
-42% -$219K 0.01% 789
2023
Q1
$484K Sell
5,607
-2,825
-34% -$244K 0.02% 656
2022
Q4
$684K Buy
8,432
+2,164
+35% +$176K 0.04% 477
2022
Q3
$410K Buy
6,268
+1,658
+36% +$108K 0.03% 547
2022
Q2
$310K Sell
4,610
-3,324
-42% -$224K 0.02% 614
2022
Q1
$597K Sell
7,934
-1,727
-18% -$130K 0.04% 417
2021
Q4
$987K Buy
9,661
+3,255
+51% +$333K 0.08% 286
2021
Q3
$550K Buy
6,406
+1,453
+29% +$125K 0.06% 343
2021
Q2
$454K Buy
4,953
+1,395
+39% +$128K 0.06% 363
2021
Q1
$323K Buy
+3,558
New +$323K 0.06% 362