Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
9,395
+215
+2% +$67.5K 0.43% 30
2025
Q1
$2.8M Sell
9,180
-305
-3% -$92.9K 0.45% 28
2024
Q4
$3.15M Sell
9,485
-70
-0.7% -$23.3K 0.49% 29
2024
Q3
$3.19M Hold
9,555
0.49% 30
2024
Q2
$3.94M Buy
9,555
+358
+4% +$147K 0.62% 26
2024
Q1
$3.72M Sell
9,197
-36
-0.4% -$14.5K 0.64% 24
2023
Q4
$2.83M Buy
9,233
+265
+3% +$81.2K 0.47% 26
2023
Q3
$2.17M Sell
8,968
-1,297
-13% -$314K 0.4% 27
2023
Q2
$2.47M Buy
10,265
+665
+7% +$160K 0.46% 23
2023
Q1
$1.81M Sell
9,600
-142
-1% -$26.7K 0.37% 27
2022
Q4
$2.07M Sell
9,742
-2,278
-19% -$484K 0.44% 22
2022
Q3
$1.89M Sell
12,020
-320
-3% -$50.3K 0.45% 22
2022
Q2
$1.85M Buy
12,340
+6,650
+117% +$995K 0.41% 21
2022
Q1
$931K Sell
5,690
-170
-3% -$27.8K 0.2% 44
2021
Q4
$1.28M Buy
5,860
+1,010
+21% +$220K 0.22% 39
2021
Q3
$918K Buy
+4,850
New +$918K 0.18% 41