Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
5,488
+302
+6% +$23.9K 0.09% 91
2025
Q1
$465K Sell
5,186
-14,052
-73% -$1.26M 0.11% 90
2024
Q4
$1.91M Sell
19,238
-629
-3% -$62.6K 0.3% 78
2024
Q3
$2.26M Buy
19,867
+1,566
+9% +$178K 0.36% 71
2024
Q2
$2.27M Sell
18,301
-8,347
-31% -$1.03M 0.4% 67
2024
Q1
$3.52M Buy
26,648
+10
+0% +$1.32K 0.65% 46
2023
Q4
$2.9M Sell
26,638
-290
-1% -$31.6K 0.63% 48
2023
Q3
$2.77M Buy
26,928
+327
+1% +$33.7K 0.68% 41
2023
Q2
$3.07M Buy
26,601
+1,489
+6% +$172K 0.76% 37
2023
Q1
$2.67M Buy
25,112
+2,574
+11% +$274K 0.68% 40
2022
Q4
$2.5M Buy
22,538
+1,323
+6% +$147K 0.69% 40
2022
Q3
$1.83M Buy
21,215
+60
+0.3% +$5.17K 0.51% 55
2022
Q2
$1.93M Buy
21,155
+426
+2% +$38.8K 0.5% 60
2022
Q1
$1.7M Buy
20,729
+470
+2% +$38.6K 0.4% 60
2021
Q4
$1.55M Buy
+20,259
New +$1.55M 0.37% 63