Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Buy
14,969
+124
+0.8% +$27.2K 1.89% 9
2025
Q1
$2.82M Buy
14,845
+1,056
+8% +$201K 1.85% 9
2024
Q4
$3.03M Buy
13,789
+658
+5% +$144K 1.97% 8
2024
Q3
$2.45M Sell
13,131
-239
-2% -$44.5K 1.73% 9
2024
Q2
$2.58M Sell
13,370
-16
-0.1% -$3.09K 1.97% 10
2024
Q1
$2.41M Buy
13,386
+29
+0.2% +$5.23K 1.98% 8
2023
Q4
$2.03M Sell
13,357
-200
-1% -$30.4K 1.86% 9
2023
Q3
$1.72M Sell
13,557
-202
-1% -$25.7K 1.73% 9
2023
Q2
$1.79M Buy
13,759
+152
+1% +$19.8K 1.83% 8
2023
Q1
$1.41M Sell
13,607
-41
-0.3% -$4.24K 1.41% 15
2022
Q4
$1.15M Sell
13,648
-54
-0.4% -$4.54K 1.26% 15
2022
Q3
$1.55M Buy
13,702
+112
+0.8% +$12.7K 1.8% 15
2022
Q2
$1.44M Buy
13,590
+990
+8% +$105K 1.66% 14
2022
Q1
$2.05M Buy
12,600
+200
+2% +$32.6K 1.93% 13
2021
Q4
$2.07M Buy
+12,400
New +$2.07M 1.82% 13