Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
4,449
+64
+1% +$14.5K 0.03% 104
2025
Q1
$1.07M Buy
4,385
+67
+2% +$16.3K 0.04% 88
2024
Q4
$1.21M Buy
4,318
+17
+0.4% +$4.78K 0.05% 79
2024
Q3
$1.18M Sell
4,301
-4
-0.1% -$1.1K 0.04% 85
2024
Q2
$1.29M Buy
4,305
+2
+0% +$600 0.05% 82
2024
Q1
$1.25M Buy
4,303
+4
+0.1% +$1.16K 0.06% 78
2023
Q4
$1.14M Hold
4,299
0.07% 68
2023
Q3
$1.14M Buy
4,299
+8
+0.2% +$2.12K 0.07% 68
2023
Q2
$1.06M Buy
4,291
+48
+1% +$11.9K 0.06% 69
2023
Q1
$969K Sell
4,243
-58
-1% -$13.3K 0.06% 71
2022
Q4
$745K Buy
4,301
+137
+3% +$23.7K 0.06% 77
2022
Q3
$618K Buy
4,164
+57
+1% +$8.46K 0.05% 83
2022
Q2
$931K Buy
4,107
+110
+3% +$24.9K 0.07% 66
2022
Q1
$925K Hold
3,997
0.08% 64
2021
Q4
$1.03M Buy
3,997
+3
+0.1% +$776 0.09% 56
2021
Q3
$876K Hold
3,994
0.09% 61
2021
Q2
$1.19M Buy
3,994
+94
+2% +$28.1K 0.14% 42
2021
Q1
$1.11M Hold
3,900
0.17% 34
2020
Q4
$1.03M Buy
+3,900
New +$1.03M 0.19% 30