Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
5,451
+2,698
+98% +$753K 0.45% 51
2025
Q1
$858K Sell
2,753
-1,128
-29% -$351K 0.28% 81
2024
Q4
$1.01M Buy
3,881
+1,063
+38% +$277K 0.33% 68
2024
Q3
$908K Sell
2,818
-36
-1% -$11.6K 0.29% 78
2024
Q2
$892K Sell
2,854
-1,080
-27% -$337K 0.31% 71
2024
Q1
$1.12M Buy
3,934
+1,811
+85% +$515K 0.44% 51
2023
Q4
$611K Sell
2,123
-130
-6% -$37.4K 0.26% 81
2023
Q3
$605K Sell
2,253
-2,965
-57% -$797K 0.29% 75
2023
Q2
$1.16M Sell
5,218
-598
-10% -$133K 0.56% 42
2023
Q1
$1.41M Buy
5,816
+2,597
+81% +$628K 0.74% 32
2022
Q4
$845K Sell
3,219
-144
-4% -$37.8K 0.49% 48
2022
Q3
$758K Sell
3,363
-45
-1% -$10.1K 0.43% 58
2022
Q2
$829K Sell
3,408
-629
-16% -$153K 0.45% 55
2022
Q1
$976K Sell
4,037
-2,049
-34% -$495K 0.41% 64
2021
Q4
$1.37M Buy
6,086
+1,488
+32% +$335K 0.55% 49
2021
Q3
$978K Buy
4,598
+1,330
+41% +$283K 0.43% 62
2021
Q2
$797K Buy
+3,268
New +$797K 0.36% 70