Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.12M Buy
4,603
+63
+1% +$56.4K 0.49% 42
2025
Q1
$3.09M Buy
4,540
+18
+0.4% +$12.2K 0.4% 52
2024
Q4
$2.85M Sell
4,522
-199
-4% -$125K 0.37% 58
2024
Q3
$3.66M Sell
4,721
-115
-2% -$89.1K 0.47% 44
2024
Q2
$3.99M Sell
4,836
-205
-4% -$169K 0.55% 40
2024
Q1
$3.52M Buy
5,041
+637
+14% +$445K 0.52% 41
2023
Q4
$2.56M Sell
4,404
-80
-2% -$46.5K 0.42% 47
2023
Q3
$2.06M Sell
4,484
-8
-0.2% -$3.67K 0.37% 51
2023
Q2
$2.18M Sell
4,492
-54
-1% -$26.2K 0.39% 47
2023
Q1
$1.81M Buy
4,546
+326
+8% +$130K 0.34% 51
2022
Q4
$1.59M Buy
+4,220
New +$1.59M 0.41% 35
2020
Q1
$327K Sell
2,300
-2,108
-48% -$300K 0.15% 105
2019
Q4
$788K Buy
+4,408
New +$788K 0.24% 83