Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
3,387
-87
-3% -$33.7K 0.03% 446
2025
Q1
$1.33M Buy
3,474
+17
+0.5% +$6.52K 0.04% 404
2024
Q4
$1.54M Buy
3,457
+60
+2% +$26.7K 0.04% 357
2024
Q3
$1.76M Buy
3,397
+2,242
+194% +$1.16M 0.05% 304
2024
Q2
$642K Buy
1,155
+178
+18% +$98.9K 0.02% 534
2024
Q1
$493K Buy
977
+147
+18% +$74.2K 0.02% 597
2023
Q4
$495K Buy
830
+395
+91% +$236K 0.02% 539
2023
Q3
$222K Buy
435
+42
+11% +$21.4K 0.01% 753
2023
Q2
$192K Sell
393
-121
-24% -$59.2K 0.01% 811
2023
Q1
$198K Buy
514
+53
+11% +$20.4K 0.01% 773
2022
Q4
$155K Sell
461
-24
-5% -$8.08K 0.01% 830
2022
Q3
$178K Hold
485
0.01% 727
2022
Q2
$178K Buy
+485
New +$178K 0.01% 727
2021
Q4
$304K Sell
536
-749
-58% -$425K 0.02% 567
2021
Q3
$740K Buy
1,285
+347
+37% +$200K 0.02% 517
2021
Q2
$550K Buy
938
+1
+0.1% +$586 0.02% 642
2021
Q1
$446K Buy
+937
New +$446K 0.02% 651