Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.27M Buy
7,142
+916
+15% +$291K 0.08% 68
2025
Q1
$1.61M Buy
6,226
+1,123
+22% +$291K 0.06% 72
2024
Q4
$2.06M Buy
5,103
+53
+1% +$21.4K 0.08% 63
2024
Q3
$1.32M Buy
5,050
+109
+2% +$28.5K 0.05% 78
2024
Q2
$978K Buy
4,941
+136
+3% +$26.9K 0.04% 92
2024
Q1
$845K Sell
4,805
-565
-11% -$99.3K 0.04% 90
2023
Q4
$1.34M Hold
5,370
0.08% 61
2023
Q3
$1.34M Buy
5,370
+77
+1% +$19.3K 0.08% 61
2023
Q2
$1.39M Buy
5,293
+212
+4% +$55.5K 0.08% 61
2023
Q1
$1.05M Buy
5,081
+609
+14% +$126K 0.07% 68
2022
Q4
$551K Buy
4,472
+89
+2% +$11K 0.04% 93
2022
Q3
$1.16M Buy
4,383
+549
+14% +$146K 0.1% 55
2022
Q2
$861K Buy
3,834
+762
+25% +$171K 0.06% 69
2022
Q1
$1.1M Buy
3,072
+135
+5% +$48.5K 0.09% 57
2021
Q4
$1.04M Buy
2,937
+18
+0.6% +$6.34K 0.09% 55
2021
Q3
$755K Hold
2,919
0.07% 69
2021
Q2
$661K Buy
2,919
+216
+8% +$48.9K 0.08% 74
2021
Q1
$602K Buy
2,703
+780
+41% +$174K 0.09% 65
2020
Q4
$425K Buy
+1,923
New +$425K 0.08% 70