Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Buy
33,419
+4,223
+14% +$112K 0.04% 376
2025
Q1
$1.02M Buy
29,196
+1,064
+4% +$37.2K 0.06% 317
2024
Q4
$1.13M Sell
28,132
-10,979
-28% -$441K 0.06% 275
2024
Q3
$2.14M Buy
39,111
+94
+0.2% +$5.14K 0.14% 194
2024
Q2
$2.07M Buy
39,017
+672
+2% +$35.7K 0.13% 183
2024
Q1
$2.22M Sell
38,345
-1,314
-3% -$76.1K 0.17% 173
2023
Q4
$2.17M Sell
39,659
-2,155
-5% -$118K 0.16% 165
2023
Q3
$2.16M Sell
41,814
-374
-0.9% -$19.3K 0.18% 146
2023
Q2
$2.25M Buy
42,188
+1,264
+3% +$67.3K 0.2% 148
2023
Q1
$2.24M Buy
40,924
+3,079
+8% +$169K 0.21% 119
2022
Q4
$1.91M Sell
37,845
-1,076
-3% -$54.2K 0.19% 129
2022
Q3
$1.71M Buy
38,921
+6,555
+20% +$288K 0.16% 141
2022
Q2
$1.67M Buy
32,366
+3,084
+11% +$159K 0.18% 131
2022
Q1
$1.87M Buy
29,282
+12,130
+71% +$773K 0.19% 135
2021
Q4
$972K Buy
+17,152
New +$972K 0.09% 206
2021
Q2
Sell
-4,384
Closed -$280K 481
2021
Q1
$280K Buy
4,384
+14
+0.3% +$894 0.03% 408
2020
Q4
$242K Buy
+4,370
New +$242K 0.03% 394