Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
7,051
+245
+4% +$45.5K 0.19% 51
2025
Q1
$1.43M Buy
6,806
+619
+10% +$130K 0.26% 43
2024
Q4
$1.1M Buy
6,187
+482
+8% +$85.7K 0.2% 54
2024
Q3
$1.13M Buy
5,705
+942
+20% +$186K 0.21% 57
2024
Q2
$817K Sell
4,763
-136
-3% -$23.3K 0.17% 67
2024
Q1
$892K Buy
4,899
+736
+18% +$134K 0.19% 62
2023
Q4
$645K Sell
4,163
-694
-14% -$108K 0.17% 65
2023
Q3
$724K Sell
4,857
-149
-3% -$22.2K 0.21% 46
2023
Q2
$674K Sell
5,006
-3,252
-39% -$438K 0.22% 50
2023
Q1
$1.32M Buy
8,258
+364
+5% +$58K 0.4% 28
2022
Q4
$1.28M Buy
7,894
+506
+7% +$81.8K 0.37% 33
2022
Q3
$992K Sell
7,388
-236
-3% -$31.7K 0.3% 36
2022
Q2
$1.17M Buy
7,624
+102
+1% +$15.6K 0.33% 32
2022
Q1
$1.22M Buy
7,522
+1,060
+16% +$172K 0.31% 37
2021
Q4
$875K Buy
6,462
+757
+13% +$103K 0.26% 52
2021
Q3
$615K Buy
5,705
+301
+6% +$32.4K 0.21% 60
2021
Q2
$609K Buy
5,404
+409
+8% +$46.1K 0.2% 57
2021
Q1
$541K Buy
4,995
+234
+5% +$25.3K 0.22% 57
2020
Q4
$510K Buy
+4,761
New +$510K 0.21% 57