Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Hold
1,046
0.01% 84
2025
Q1
$23.8K Sell
1,046
-996
-49% -$22.6K 0.01% 81
2024
Q4
$41K Sell
2,042
-112,650
-98% -$2.26M 0.02% 70
2024
Q3
$2.69M Sell
114,692
-2,913
-2% -$68.3K 1.32% 18
2024
Q2
$3.64M Sell
117,605
-317
-0.3% -$9.82K 1.93% 13
2024
Q1
$5.25M Buy
117,922
+2,708
+2% +$121K 2.78% 14
2023
Q4
$5.79M Sell
115,214
-54
-0% -$2.71K 3.48% 11
2023
Q3
$4.1M Buy
115,268
+3,268
+3% +$116K 2.74% 14
2023
Q2
$3.75M Buy
112,000
+2,601
+2% +$87K 2.48% 13
2023
Q1
$3.57M Buy
109,399
+2,968
+3% +$97K 2.74% 14
2022
Q4
$2.81M Sell
106,431
-4,455
-4% -$118K 2.3% 16
2022
Q3
$2.86M Buy
110,886
+9,956
+10% +$257K 2.34% 15
2022
Q2
$3.78M Buy
100,930
+4,996
+5% +$187K 3.06% 13
2022
Q1
$4.75M Buy
95,934
+1,722
+2% +$85.3K 2.97% 14
2021
Q4
$4.85M Buy
94,212
+1,703
+2% +$87.7K 2.98% 14
2021
Q3
$4.93M Buy
92,509
+1,857
+2% +$98.9K 3.3% 11
2021
Q2
$5.09M Buy
90,652
+882
+1% +$49.5K 3.45% 11
2021
Q1
$5.75M Buy
89,770
+1,363
+2% +$87.2K 4.3% 10
2020
Q4
$4.4M Buy
+88,407
New +$4.4M 3.61% 13