Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Buy
8,924
+310
+4% +$89.8K 0.96% 32
2025
Q1
$2.6M Buy
8,614
+246
+3% +$74.3K 1.03% 33
2024
Q4
$2.31M Buy
8,368
+349
+4% +$96.4K 0.9% 40
2024
Q3
$2.31M Sell
8,019
-81
-1% -$23.4K 0.89% 41
2024
Q2
$2.07M Buy
8,100
+624
+8% +$159K 0.85% 43
2024
Q1
$1.94M Buy
7,476
+97
+1% +$25.1K 0.83% 41
2023
Q4
$1.67M Buy
7,379
+252
+4% +$57K 0.77% 44
2023
Q3
$1.48M Buy
7,127
+877
+14% +$183K 0.75% 46
2023
Q2
$1.2M Buy
6,250
+474
+8% +$91.3K 0.59% 58
2023
Q1
$1.12M Buy
5,776
+289
+5% +$56.1K 0.56% 60
2022
Q4
$1.21M Sell
5,487
-500
-8% -$110K 0.62% 56
2022
Q3
$1.09M Buy
5,987
+686
+13% +$125K 0.62% 55
2022
Q2
$1.04M Buy
5,301
+315
+6% +$61.9K 0.55% 58
2022
Q1
$1.07M Buy
4,986
+299
+6% +$64K 0.5% 65
2021
Q4
$906K Buy
4,687
+1,272
+37% +$246K 0.4% 76
2021
Q3
$592K Buy
3,415
+1,059
+45% +$184K 0.3% 87
2021
Q2
$374K Buy
+2,356
New +$374K 0.18% 100