Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
4,776
+263
+6% +$73.4K 0.2% 50
2025
Q1
$1.41M Buy
4,513
+912
+25% +$284K 0.25% 45
2024
Q4
$939K Buy
3,601
+907
+34% +$236K 0.17% 61
2024
Q3
$868K Sell
2,694
-182
-6% -$58.6K 0.16% 72
2024
Q2
$898K Sell
2,876
-39
-1% -$12.2K 0.19% 63
2024
Q1
$829K Buy
2,915
+1,260
+76% +$358K 0.18% 67
2023
Q4
$477K Sell
1,655
-503
-23% -$145K 0.13% 79
2023
Q3
$580K Buy
2,158
+511
+31% +$137K 0.17% 60
2023
Q2
$366K Sell
1,647
-30
-2% -$6.66K 0.12% 85
2023
Q1
$405K Buy
1,677
+95
+6% +$23K 0.12% 77
2022
Q4
$415K Buy
1,582
+77
+5% +$20.2K 0.12% 81
2022
Q3
$339K Sell
1,505
-10
-0.7% -$2.25K 0.1% 88
2022
Q2
$369K Sell
1,515
-9
-0.6% -$2.19K 0.1% 83
2022
Q1
$369K Sell
1,524
-251
-14% -$60.8K 0.09% 94
2021
Q4
$402K Sell
1,775
-348
-16% -$78.8K 0.12% 92
2021
Q3
$451K Sell
2,123
-2
-0.1% -$425 0.15% 76
2021
Q2
$518K Buy
2,125
+7
+0.3% +$1.71K 0.17% 68
2021
Q1
$527K Sell
2,118
-15
-0.7% -$3.73K 0.21% 59
2020
Q4
$490K Buy
+2,133
New +$490K 0.21% 60