Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
29,033
+2,011
+7% +$150K 0.04% 243
2025
Q1
$1.83M Buy
27,022
+24
+0.1% +$1.63K 0.04% 233
2024
Q4
$1.67M Buy
26,998
+4,684
+21% +$290K 0.03% 256
2024
Q3
$1.45M Buy
22,314
+85
+0.4% +$5.53K 0.03% 227
2024
Q2
$1.19M Buy
22,229
+100
+0.5% +$5.37K 0.03% 233
2024
Q1
$1.17M Buy
22,129
+16
+0.1% +$844 0.03% 240
2023
Q4
$965K Sell
22,113
-35
-0.2% -$1.53K 0.03% 264
2023
Q3
$977K Sell
22,148
-1,200
-5% -$52.9K 0.03% 252
2023
Q2
$1.04M Sell
23,348
-5,807
-20% -$260K 0.03% 254
2023
Q1
$1.29M Buy
29,155
+24
+0.1% +$1.07K 0.04% 237
2022
Q4
$1.21M Buy
29,131
+4,433
+18% +$184K 0.04% 251
2022
Q3
$909K Buy
24,698
+35
+0.1% +$1.29K 0.04% 221
2022
Q2
$1.03M Buy
24,663
+2,540
+11% +$106K 0.05% 218
2022
Q1
$1.27M Buy
22,123
+18,750
+556% +$1.07M 0.05% 207
2021
Q4
$224K Buy
3,373
+128
+4% +$8.5K 0.01% 416
2021
Q3
$226K Buy
+3,245
New +$226K 0.01% 385