Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
2,015
+5
+0.2% +$3.94K 0.03% 69
2025
Q1
$1.23M Buy
2,010
+349
+21% +$214K 0.02% 80
2024
Q4
$1.04M Buy
1,661
+859
+107% +$540K 0.02% 80
2024
Q3
$498K Sell
802
-1,772
-69% -$1.1M 0.01% 88
2024
Q2
$1.69M Buy
2,574
+182
+8% +$120K 0.04% 47
2024
Q1
$1.55M Buy
2,392
+4
+0.2% +$2.6K 0.03% 41
2023
Q4
$1.49M Sell
2,388
-3
-0.1% -$1.88K 0.03% 40
2023
Q3
$1.22M Buy
2,391
+10
+0.4% +$5.11K 0.02% 40
2023
Q2
$1.09M Buy
2,381
+5
+0.2% +$2.29K 0.02% 41
2023
Q1
$1.06M Buy
2,376
+4
+0.2% +$1.78K 0.02% 43
2022
Q4
$923K Buy
2,372
+5
+0.2% +$1.95K 0.01% 44
2022
Q3
$917K Buy
2,367
+4
+0.2% +$1.55K 0.01% 43
2022
Q2
$911K Sell
2,363
-21
-0.9% -$8.1K 0.01% 51
2022
Q1
$1.15M Sell
2,384
-9
-0.4% -$4.33K 0.01% 49
2021
Q4
$1.54M Buy
2,393
+291
+14% +$187K 0.01% 52
2021
Q3
$1.13M Buy
2,102
+5
+0.2% +$2.7K 0.01% 56
2021
Q2
$1.03M Hold
2,097
0.01% 49
2021
Q1
$803K Buy
2,097
+3
+0.1% +$1.15K 0.01% 43
2020
Q4
$795K Buy
+2,094
New +$795K 0.02% 49