Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
26,983
+398
+1% +$37.1K 0.87% 37
2025
Q1
$1.94M Buy
26,585
+5,410
+26% +$394K 0.73% 38
2024
Q4
$1.28M Buy
21,175
+225
+1% +$13.6K 0.48% 49
2024
Q3
$1.57M Sell
20,950
-1,525
-7% -$115K 0.61% 40
2024
Q2
$1.63M Sell
22,475
-65
-0.3% -$4.72K 0.69% 42
2024
Q1
$1.74M Sell
22,540
-435
-2% -$33.5K 0.74% 39
2023
Q4
$1.41M Sell
22,975
-6,475
-22% -$399K 0.66% 49
2023
Q3
$1.35M Sell
29,450
-200
-0.7% -$9.2K 0.71% 43
2023
Q2
$1.28M Sell
29,650
-1,025
-3% -$44.2K 0.65% 46
2023
Q1
$972K Buy
30,675
+475
+2% +$15.1K 0.55% 54
2022
Q4
$747K Buy
30,200
+400
+1% +$9.89K 0.46% 61
2022
Q3
$790K Buy
29,800
+400
+1% +$10.6K 0.53% 56
2022
Q2
$602K Sell
29,400
-1,400
-5% -$28.7K 0.38% 64
2022
Q1
$1.1M Buy
30,800
+19,175
+165% +$684K 0.57% 54
2021
Q4
$488K Buy
+11,625
New +$488K 0.24% 84