Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Buy
2,865
+136
+5% +$122K 0.14% 118
2025
Q1
$1.86M Sell
2,729
-30
-1% -$20.4K 0.12% 133
2024
Q4
$1.74M Buy
2,759
+2
+0.1% +$1.26K 0.11% 136
2024
Q3
$2.14M Buy
2,757
+20
+0.7% +$15.5K 0.14% 121
2024
Q2
$2.26M Buy
2,737
+100
+4% +$82.5K 0.16% 108
2024
Q1
$1.84M Buy
2,637
+7
+0.3% +$4.89K 0.13% 123
2023
Q4
$1.53M Buy
2,630
+231
+10% +$134K 0.12% 129
2023
Q3
$1.1M Buy
2,399
+53
+2% +$24.3K 0.1% 139
2023
Q2
$1.14M Buy
2,346
+55
+2% +$26.7K 0.11% 123
2023
Q1
$915K Buy
2,291
+103
+5% +$41.1K 0.1% 135
2022
Q4
$825K Buy
2,188
+22
+1% +$8.3K 0.1% 139
2022
Q3
$656K Buy
2,166
+107
+5% +$32.4K 0.08% 160
2022
Q2
$657K Buy
2,059
+131
+7% +$41.8K 0.08% 155
2022
Q1
$706K Buy
1,928
+28
+1% +$10.3K 0.07% 164
2021
Q4
$817K Buy
1,900
+38
+2% +$16.3K 0.09% 153
2021
Q3
$623K Buy
1,862
+25
+1% +$8.37K 0.08% 153
2021
Q2
$596K Buy
1,837
+103
+6% +$33.4K 0.08% 151
2021
Q1
$573K Hold
1,734
0.09% 148
2020
Q4
$449K Buy
1,734
+67
+4% +$17.3K 0.08% 150
2020
Q3
$323K Sell
1,667
-15
-0.9% -$2.91K 0.06% 157
2020
Q2
$327K Buy
1,682
+29
+2% +$5.64K 0.07% 130
2020
Q1
$237K Buy
+1,653
New +$237K 0.07% 131