Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
29,018
+1,141
+4% +$58.8K 0.48% 60
2025
Q1
$1.49M Sell
27,877
-224
-0.8% -$12K 0.58% 51
2024
Q4
$1.34M Buy
28,101
+3,501
+14% +$168K 0.52% 54
2024
Q3
$1.09M Sell
24,600
-6,133
-20% -$273K 0.44% 70
2024
Q2
$1.31M Sell
30,733
-3,952
-11% -$168K 0.56% 52
2024
Q1
$1.44M Buy
34,685
+1,417
+4% +$58.9K 0.63% 47
2023
Q4
$1.22M Sell
33,268
-1,312
-4% -$48.2K 0.61% 51
2023
Q3
$1.23M Sell
34,580
-2,211
-6% -$78.6K 0.72% 38
2023
Q2
$1.25M Sell
36,791
-1,870
-5% -$63.5K 0.74% 39
2023
Q1
$1.33M Buy
38,661
+82
+0.2% +$2.83K 0.87% 36
2022
Q4
$1.27M Buy
38,579
+5,267
+16% +$173K 0.74% 38
2022
Q3
$1M Buy
33,312
+5,463
+20% +$164K 0.69% 45
2022
Q2
$812K Buy
+27,849
New +$812K 0.53% 64
2021
Q1
Sell
-3,793
Closed -$82K 337
2020
Q4
$82K Buy
+3,793
New +$82K 0.05% 194