Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99M Buy
14,112
+239
+2% +$50.6K 1.4% 14
2025
Q1
$2.6M Buy
13,873
+13
+0.1% +$2.44K 1.28% 17
2024
Q4
$3.29M Buy
13,860
+430
+3% +$102K 1.58% 16
2024
Q3
$2.53M Sell
13,430
-423
-3% -$79.7K 1.26% 17
2024
Q2
$2.58M Buy
13,853
+921
+7% +$172K 1.3% 16
2024
Q1
$2.45M Buy
12,932
+414
+3% +$78.5K 1.31% 16
2023
Q4
$1.87M Buy
12,518
+186
+2% +$27.7K 1.11% 17
2023
Q3
$1.54M Buy
12,332
+305
+3% +$38K 1.03% 18
2023
Q2
$1.71M Buy
12,027
+117
+1% +$16.6K 1.08% 19
2023
Q1
$1.23M Sell
11,910
-141
-1% -$14.6K 0.89% 21
2022
Q4
$1.01M Sell
12,051
-70
-0.6% -$5.88K 0.71% 27
2022
Q3
$1.37M Sell
12,121
-462
-4% -$52.2K 1.03% 19
2022
Q2
$1.34M Buy
12,583
+2,923
+30% +$310K 1.15% 17
2022
Q1
$1.58M Buy
9,660
+340
+4% +$55.4K 1.22% 15
2021
Q4
$1.5M Buy
9,320
+560
+6% +$90.2K 1.12% 14
2021
Q3
$1.44M Buy
8,760
+320
+4% +$52.6K 1.25% 15
2021
Q2
$1.45M Buy
+8,440
New +$1.45M 1.3% 15