Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
3,654
+58
+2% +$27.4K 0.41% 71
2025
Q1
$1.69M Buy
3,596
+65
+2% +$30.5K 0.44% 69
2024
Q4
$1.48M Buy
3,531
+2
+0.1% +$837 0.38% 80
2024
Q3
$1.68M Buy
3,529
+142
+4% +$67.7K 0.42% 71
2024
Q2
$1.49M Hold
3,387
0.4% 72
2024
Q1
$1.57M Sell
3,387
-10
-0.3% -$4.64K 0.43% 69
2023
Q4
$1.4M Sell
3,397
-64
-2% -$26.3K 0.41% 73
2023
Q3
$1.29M Buy
3,461
+17
+0.5% +$6.33K 0.42% 75
2023
Q2
$1.31M Sell
3,444
-53
-2% -$20.2K 0.4% 78
2023
Q1
$1.24M Sell
3,497
-24
-0.7% -$8.53K 0.4% 79
2022
Q4
$1.15M Sell
3,521
-82
-2% -$26.7K 0.39% 76
2022
Q3
$971K Sell
3,603
-895
-20% -$241K 0.37% 79
2022
Q2
$1.29M Sell
4,498
-61
-1% -$17.5K 0.33% 90
2022
Q1
$1.46M Buy
4,559
+4,557
+227,850% +$1.46M 0.32% 94
2021
Q4
$693 Sell
2
-4,117
-100% -$1.43M ﹤0.01% 466
2021
Q3
$1.21M Sell
4,119
-562
-12% -$165K 0.28% 103
2021
Q2
$1.35M Buy
4,681
+80
+2% +$23.1K 0.32% 93
2021
Q1
$1.29M Buy
4,601
+648
+16% +$182K 0.33% 89
2020
Q4
$1.04M Buy
+3,953
New +$1.04M 0.29% 95