Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
76,205
+3,350
+5% +$64.5K 0.14% 139
2025
Q1
$1.07M Buy
72,855
+25,539
+54% +$376K 0.11% 166
2024
Q4
$1.26M Sell
47,316
-371
-0.8% -$9.91K 0.12% 139
2024
Q3
$1.23M Buy
47,687
+15,725
+49% +$404K 0.13% 139
2024
Q2
$1.06M Sell
31,962
-2,845
-8% -$94.2K 0.12% 164
2024
Q1
$1.16M Sell
34,807
-11,855
-25% -$395K 0.14% 136
2023
Q4
$1.65M Sell
46,662
-4,998
-10% -$177K 0.2% 111
2023
Q3
$1.78M Sell
51,660
-2,350
-4% -$80.9K 0.25% 88
2023
Q2
$2.24M Buy
54,010
+5,085
+10% +$211K 0.29% 71
2023
Q1
$1.88M Sell
48,925
-11,050
-18% -$424K 0.26% 85
2022
Q4
$1.92M Sell
59,975
-2,975
-5% -$95.3K 0.28% 76
2022
Q3
$1.62M Buy
62,950
+7,050
+13% +$182K 0.24% 89
2022
Q2
$1.55M Buy
55,900
+4,125
+8% +$114K 0.2% 113
2022
Q1
$1.53M Buy
51,775
+9,150
+21% +$271K 0.16% 139
2021
Q4
$1.62M Buy
42,625
+3,075
+8% +$117K 0.16% 149
2021
Q3
$1.26M Buy
39,550
+3,975
+11% +$127K 0.14% 173
2021
Q2
$1.31M Buy
35,575
+19,745
+125% +$727K 0.15% 163
2021
Q1
$662K Sell
15,830
-14,770
-48% -$618K 0.09% 255
2020
Q4
$1.17M Buy
+30,600
New +$1.17M 0.17% 142