Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
7,912
+548
+7% +$212K 1.42% 17
2025
Q1
$2.82M Buy
7,364
+1,245
+20% +$477K 1.43% 16
2024
Q4
$2.72M Buy
6,119
+440
+8% +$196K 1.28% 18
2024
Q3
$2.94M Buy
5,679
+330
+6% +$171K 1.45% 17
2024
Q2
$2.97M Buy
5,349
+169
+3% +$93.9K 1.58% 14
2024
Q1
$2.6M Buy
5,180
+541
+12% +$272K 1.38% 18
2023
Q4
$2.77M Sell
4,639
-45
-1% -$26.8K 1.66% 18
2023
Q3
$2.39M Buy
4,684
+219
+5% +$112K 1.6% 17
2023
Q2
$2.18M Buy
4,465
+473
+12% +$231K 1.44% 18
2023
Q1
$1.54M Buy
3,992
+120
+3% +$46.2K 1.18% 19
2022
Q4
$1.3M Sell
3,872
-3
-0.1% -$1.01K 1.07% 18
2022
Q3
$1.07M Buy
3,875
+1,198
+45% +$330K 0.87% 19
2022
Q2
$980K Buy
2,677
+936
+54% +$343K 0.79% 18
2022
Q1
$793K Buy
1,741
+1,274
+273% +$580K 0.5% 21
2021
Q4
$265K Buy
467
+432
+1,234% +$245K 0.16% 26
2021
Q3
$20K Buy
35
+10
+40% +$5.71K 0.01% 94
2021
Q2
$15K Hold
25
0.01% 102
2021
Q1
$12K Hold
25
0.01% 110
2020
Q4
$13K Buy
+25
New +$13K 0.01% 102