Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
4,920
+140
+3% +$43.8K 0.03% 503
2025
Q1
$1.26M Sell
4,780
-682
-12% -$179K 0.03% 541
2024
Q4
$1.43M Buy
5,462
+1,678
+44% +$438K 0.03% 506
2024
Q3
$649K Sell
3,784
-1,728
-31% -$296K 0.02% 699
2024
Q2
$1.11M Buy
5,512
+1,728
+46% +$349K 0.03% 535
2024
Q1
$649K Buy
3,784
+144
+4% +$24.7K 0.02% 698
2023
Q4
$790K Buy
3,640
+1,185
+48% +$257K 0.02% 606
2023
Q3
$392K Sell
2,455
-105
-4% -$16.7K 0.01% 747
2023
Q2
$738K Buy
2,560
+30
+1% +$8.65K 0.03% 538
2023
Q1
$807K Buy
2,530
+589
+30% +$188K 0.03% 502
2022
Q4
$571K Sell
1,941
-452
-19% -$133K 0.03% 537
2022
Q3
$549K Buy
2,393
+601
+34% +$138K 0.04% 469
2022
Q2
$391K Sell
1,792
-253
-12% -$55.2K 0.03% 549
2022
Q1
$545K Buy
2,045
+526
+35% +$140K 0.04% 441
2021
Q4
$404K Sell
1,519
-158
-9% -$42K 0.03% 454
2021
Q3
$477K Buy
1,677
+168
+11% +$47.8K 0.05% 374
2021
Q2
$414K Buy
+1,509
New +$414K 0.05% 385