Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
6,101
+2,138
+54% +$827K 1.23% 23
2025
Q1
$1.52M Buy
3,963
+896
+29% +$344K 0.85% 40
2024
Q4
$1.36M Sell
3,067
-1,077
-26% -$479K 0.73% 44
2024
Q3
$2.15M Buy
4,144
+12
+0.3% +$6.21K 1.08% 31
2024
Q2
$2.3M Buy
4,132
+33
+0.8% +$18.3K 1.23% 25
2024
Q1
$2.07M Buy
4,099
+1,032
+34% +$521K 1.11% 33
2023
Q4
$1.83M Sell
3,067
-1,213
-28% -$724K 1.04% 34
2023
Q3
$2.18M Buy
4,280
+23
+0.5% +$11.7K 1.36% 22
2023
Q2
$2.08M Sell
4,257
-532
-11% -$260K 1.28% 23
2023
Q1
$1.85M Buy
4,789
+315
+7% +$121K 1.14% 33
2022
Q4
$1.51M Sell
4,474
-158
-3% -$53.2K 1.01% 36
2022
Q3
$1.28M Buy
4,632
+149
+3% +$41K 0.94% 40
2022
Q2
$1.64M Buy
4,483
+151
+3% +$55.3K 1.17% 25
2022
Q1
$1.97M Buy
4,332
+1,124
+35% +$512K 1.21% 25
2021
Q4
$1.82M Buy
+3,208
New +$1.82M 1.06% 31