Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
21,631
+1,970
+10% +$156K 0.25% 40
2025
Q1
$1.76M Buy
19,661
+1,026
+6% +$92.1K 0.32% 35
2024
Q4
$1.85M Buy
18,635
+6,479
+53% +$645K 0.33% 37
2024
Q3
$1.38M Sell
12,156
-638
-5% -$72.5K 0.26% 46
2024
Q2
$1.58M Buy
12,794
+208
+2% +$25.8K 0.33% 36
2024
Q1
$1.66M Buy
12,586
+1,725
+16% +$228K 0.36% 33
2023
Q4
$1.18M Buy
10,861
+7,400
+214% +$807K 0.32% 31
2023
Q3
$356K Sell
3,461
-3,435
-50% -$354K 0.1% 85
2023
Q2
$796K Sell
6,896
-881
-11% -$102K 0.26% 45
2023
Q1
$827K Buy
7,777
+241
+3% +$25.6K 0.25% 39
2022
Q4
$836K Buy
7,536
+525
+7% +$58.2K 0.24% 43
2022
Q3
$604K Buy
7,011
+75
+1% +$6.46K 0.18% 53
2022
Q2
$632K Buy
6,936
+1,695
+32% +$154K 0.18% 60
2022
Q1
$430K Sell
5,241
-427
-8% -$35K 0.11% 86
2021
Q4
$436K Sell
5,668
-436
-7% -$33.5K 0.13% 86
2021
Q3
$458K Buy
6,104
+119
+2% +$8.93K 0.16% 75
2021
Q2
$465K Sell
5,985
-425
-7% -$33K 0.16% 74
2021
Q1
$471K Sell
6,410
-164
-2% -$12.1K 0.19% 67
2020
Q4
$513K Buy
+6,574
New +$513K 0.22% 56