Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
7,294
+174
+2% +$48.6K 0.49% 30
2025
Q1
$2.22M Sell
7,120
-8
-0.1% -$2.49K 0.58% 26
2024
Q4
$1.86M Buy
7,128
+109
+2% +$28.4K 0.47% 36
2024
Q3
$2.26M Sell
7,019
-2
-0% -$644 0.57% 27
2024
Q2
$2.19M Buy
7,021
+102
+1% +$31.9K 0.59% 30
2024
Q1
$1.97M Buy
6,919
+138
+2% +$39.2K 0.54% 32
2023
Q4
$1.95M Buy
6,781
+167
+3% +$48.1K 0.61% 23
2023
Q3
$1.78M Buy
6,614
+221
+3% +$59.4K 0.62% 20
2023
Q2
$1.42M Buy
6,393
+399
+7% +$88.6K 0.48% 35
2023
Q1
$1.45M Buy
5,994
+594
+11% +$144K 0.5% 29
2022
Q4
$1.42M Buy
5,400
+195
+4% +$51.2K 0.52% 25
2022
Q3
$1.17M Buy
5,205
+407
+8% +$91.7K 0.5% 31
2022
Q2
$1.17M Buy
4,798
+194
+4% +$47.2K 0.48% 30
2022
Q1
$1.11M Buy
4,604
+167
+4% +$40.4K 0.45% 35
2021
Q4
$1.02M Buy
4,437
+525
+13% +$121K 0.4% 35
2021
Q3
$809K Buy
+3,912
New +$809K 0.34% 49
2021
Q2
Sell
-3,563
Closed -$874K 49
2021
Q1
$874K Buy
3,563
+188
+6% +$46.1K 0.38% 40
2020
Q4
$800K Buy
+3,375
New +$800K 0.4% 38