Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
4,911
+5
+0.1% +$1.59K 0.67% 26
2025
Q1
$1.27M Buy
4,906
+60
+1% +$15.6K 0.61% 28
2024
Q4
$1.96M Sell
4,846
-207
-4% -$83.6K 0.9% 22
2024
Q3
$1.32M Buy
5,053
+81
+2% +$21.2K 0.63% 27
2024
Q2
$984K Sell
4,972
-54
-1% -$10.7K 0.52% 36
2024
Q1
$884K Sell
5,026
-146
-3% -$25.7K 0.45% 44
2023
Q4
$1.29M Sell
5,172
-349
-6% -$86.7K 0.72% 31
2023
Q3
$1.38M Buy
5,521
+370
+7% +$92.6K 0.89% 23
2023
Q2
$1.35M Sell
5,151
-122
-2% -$31.9K 0.87% 24
2023
Q1
$1.09M Buy
5,273
+159
+3% +$33K 0.71% 25
2022
Q4
$630K Sell
5,114
-261
-5% -$32.2K 0.44% 54
2022
Q3
$1.43M Buy
5,375
+50
+0.9% +$13.3K 1.13% 17
2022
Q2
$1.2M Sell
5,325
-42
-0.8% -$9.43K 0.89% 24
2022
Q1
$1.93M Sell
5,367
-240
-4% -$86.2K 1.72% 16
2021
Q4
$1.98M Buy
5,607
+117
+2% +$41.2K 1.74% 16
2021
Q3
$1.42M Buy
+5,490
New +$1.42M 1.64% 16