Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
1,466
+285
+24% +$62.5K 0.07% 100
2025
Q1
$225K Sell
1,181
-13,220
-92% -$2.52M 0.05% 108
2024
Q4
$3.16M Sell
14,401
-33
-0.2% -$7.24K 0.5% 55
2024
Q3
$2.69M Buy
14,434
+690
+5% +$129K 0.43% 61
2024
Q2
$2.66M Sell
13,744
-409
-3% -$79K 0.47% 60
2024
Q1
$2.55M Buy
14,153
+78
+0.6% +$14.1K 0.47% 58
2023
Q4
$2.14M Buy
14,075
+205
+1% +$31.1K 0.46% 61
2023
Q3
$1.76M Buy
13,870
+1,733
+14% +$220K 0.44% 67
2023
Q2
$1.58M Buy
12,137
+921
+8% +$120K 0.39% 72
2023
Q1
$1.16M Buy
11,216
+1,439
+15% +$149K 0.29% 83
2022
Q4
$821K Sell
9,777
-633
-6% -$53.2K 0.23% 97
2022
Q3
$1.18M Buy
10,410
+34
+0.3% +$3.84K 0.33% 82
2022
Q2
$1.1M Buy
10,376
+356
+4% +$37.8K 0.28% 87
2022
Q1
$1.63M Buy
10,020
+1,160
+13% +$189K 0.38% 63
2021
Q4
$1.41M Buy
+8,860
New +$1.41M 0.33% 68