Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
17,423
+248
+1% +$32.1K 0.07% 293
2025
Q1
$2.07M Buy
17,175
+13,451
+361% +$1.62M 0.08% 273
2024
Q4
$435K Sell
3,724
-516
-12% -$60.2K 0.02% 670
2024
Q3
$637K Buy
4,240
+101
+2% +$15.2K 0.03% 504
2024
Q2
$654K Sell
4,139
-133
-3% -$21K 0.03% 471
2024
Q1
$845K Sell
4,272
-1,867
-30% -$369K 0.04% 382
2023
Q4
$1.07M Buy
6,139
+366
+6% +$63.7K 0.06% 304
2023
Q3
$903K Sell
5,773
-87
-1% -$13.6K 0.07% 286
2023
Q2
$961K Sell
5,860
-9,688
-62% -$1.59M 0.09% 250
2023
Q1
$2.4M Buy
15,548
+9,549
+159% +$1.47M 0.15% 167
2022
Q4
$791K Buy
5,999
+41
+0.7% +$5.4K 0.08% 282
2022
Q3
$637 Sell
5,958
-159
-3% -$17 0.02% 337
2022
Q2
$639K Buy
6,117
+2,291
+60% +$239K 0.09% 259
2022
Q1
$569K Buy
3,826
+373
+11% +$55.5K 0.06% 337
2021
Q4
$394K Buy
+3,453
New +$394K 0.04% 424
2019
Q1
Sell
-289
Closed -$14K 1225
2018
Q4
$14K Buy
+289
New +$14K 0.01% 1033
2018
Q1
$18K Buy
297
+40
+16% +$2.42K 0.01% 906
2017
Q4
$16K Buy
+257
New +$16K 0.01% 933