Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Buy
6,662
+121
+2% +$43.2K 0.08% 67
2025
Q1
$1.78M Buy
6,541
+83
+1% +$22.6K 0.07% 69
2024
Q4
$2.14M Sell
6,458
-18
-0.3% -$5.97K 0.08% 61
2024
Q3
$2.15M Sell
6,476
-26
-0.4% -$8.62K 0.08% 63
2024
Q2
$2.04M Buy
6,502
+57
+0.9% +$17.9K 0.08% 65
2024
Q1
$2.02M Buy
6,445
+27
+0.4% +$8.44K 0.1% 58
2023
Q4
$1.37M Hold
6,418
0.08% 60
2023
Q3
$1.37M Buy
6,418
+18
+0.3% +$3.84K 0.08% 60
2023
Q2
$1.29M Sell
6,400
-10
-0.2% -$2.01K 0.08% 64
2023
Q1
$1.1M Buy
6,410
+69
+1% +$11.8K 0.07% 66
2022
Q4
$995K Sell
6,341
-8
-0.1% -$1.26K 0.07% 64
2022
Q3
$847K Buy
6,349
+58
+0.9% +$7.74K 0.07% 63
2022
Q2
$793K Buy
6,291
+31
+0.5% +$3.91K 0.06% 72
2022
Q1
$950K Buy
6,260
+2
+0% +$304 0.08% 62
2021
Q4
$1.08M Buy
6,258
+258
+4% +$44.6K 0.09% 54
2021
Q3
$896K Hold
6,000
0.09% 57
2021
Q2
$889K Hold
6,000
0.1% 59
2021
Q1
$830K Buy
+6,000
New +$830K 0.13% 49