Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
7,584
+50
+0.7% +$11.3K 0.03% 231
2025
Q1
$1.25M Sell
7,534
-14
-0.2% -$2.32K 0.02% 246
2024
Q4
$1.49M Buy
7,548
+96
+1% +$19K 0.03% 234
2024
Q3
$1.29M Buy
7,452
+132
+2% +$22.9K 0.02% 244
2024
Q2
$1.27M Sell
7,320
-191
-3% -$33.2K 0.03% 238
2024
Q1
$1.02M Buy
7,511
+3,191
+74% +$434K 0.02% 255
2023
Q4
$449K Buy
4,320
+310
+8% +$32.2K 0.01% 353
2023
Q3
$348K Buy
4,010
+210
+6% +$18.2K 0.01% 363
2023
Q2
$383K Buy
3,800
+83
+2% +$8.38K 0.01% 356
2023
Q1
$346K Buy
3,717
+241
+7% +$22.4K 0.01% 367
2022
Q4
$259K Sell
3,476
-32
-0.9% -$2.38K 0.01% 387
2022
Q3
$241K Hold
3,508
0.01% 374
2022
Q2
$287K Buy
3,508
+666
+23% +$54.5K 0.01% 355
2022
Q1
$296K Hold
2,842
0.01% 364
2021
Q4
$342K Buy
2,842
+17
+0.6% +$2.05K 0.01% 344
2021
Q3
$315K Hold
2,825
0.01% 337
2021
Q2
$339K Buy
2,825
+349
+14% +$41.9K 0.01% 334
2021
Q1
$293K Buy
2,476
+76
+3% +$8.99K 0.01% 339
2020
Q4
$262K Buy
+2,400
New +$262K 0.01% 311