Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.82M Buy
51,302
+557
+1% +$41.5K 0.57% 54
2025
Q1
$3.44M Buy
50,745
+6,780
+15% +$459K 0.57% 46
2024
Q4
$2.72M Buy
43,965
+8,019
+22% +$497K 0.49% 63
2024
Q3
$2.34M Buy
35,946
+726
+2% +$47.3K 0.46% 66
2024
Q2
$1.89M Sell
35,220
-1,268
-3% -$68.1K 0.53% 60
2024
Q1
$1.93M Buy
36,488
+4,077
+13% +$215K 0.54% 57
2023
Q4
$1.41M Buy
32,411
+2,457
+8% +$107K 0.49% 69
2023
Q3
$1.32M Buy
29,954
+146
+0.5% +$6.44K 0.51% 59
2023
Q2
$1.33M Buy
29,808
+1,518
+5% +$67.8K 0.57% 59
2023
Q1
$1.26M Sell
28,290
-2,093
-7% -$92.9K 0.59% 55
2022
Q4
$1.26M Buy
30,383
+532
+2% +$22.1K 0.71% 50
2022
Q3
$1.19M Buy
29,851
+5,200
+21% +$207K 0.68% 50
2022
Q2
$1.03M Sell
24,651
-8,961
-27% -$373K 0.65% 48
2022
Q1
$1.93M Buy
33,612
+20,497
+156% +$1.17M 1.27% 22
2021
Q4
$872K Buy
+13,115
New +$872K 0.69% 45