Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.21M Sell
9,722
-17
-0.2% -$5.62K 0.16% 78
2025
Q1
$3.2M Buy
9,739
+382
+4% +$126K 0.18% 72
2024
Q4
$2.58M Sell
9,357
-20
-0.2% -$5.52K 0.14% 83
2024
Q3
$3.25M Buy
9,377
+137
+1% +$47.5K 0.19% 64
2024
Q2
$3.05M Buy
9,240
+752
+9% +$249K 0.19% 63
2024
Q1
$3.08M Buy
8,488
+11
+0.1% +$4K 0.21% 61
2023
Q4
$2.54M Buy
8,477
+249
+3% +$74.6K 0.19% 69
2023
Q3
$2.35M Sell
8,228
-154
-2% -$44.1K 0.2% 71
2023
Q2
$2.35M Buy
8,382
+40
+0.5% +$11.2K 0.2% 65
2023
Q1
$2.13M Buy
8,342
+362
+5% +$92.5K 0.19% 68
2022
Q4
$2.64M Buy
7,980
+538
+7% +$178K 0.26% 65
2022
Q3
$2.07M Sell
7,442
-840
-10% -$233K 0.23% 69
2022
Q2
$2.18M Buy
8,282
+34
+0.4% +$8.96K 0.23% 57
2022
Q1
$1.98M Buy
8,248
+575
+7% +$138K 0.19% 57
2021
Q4
$1.76M Buy
7,673
+32
+0.4% +$7.35K 0.17% 67
2021
Q3
$1.53M Buy
+7,641
New +$1.53M 0.2% 73