Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
6,374
+1,402
+28% +$445K 0.3% 35
2025
Q1
$1.29M Sell
4,972
-555
-10% -$144K 0.23% 47
2024
Q4
$2.23M Buy
5,527
+690
+14% +$279K 0.4% 34
2024
Q3
$1.27M Buy
4,837
+295
+6% +$77.2K 0.24% 50
2024
Q2
$899K Buy
4,542
+600
+15% +$119K 0.19% 62
2024
Q1
$693K Buy
3,942
+918
+30% +$161K 0.15% 75
2023
Q4
$751K Buy
3,024
+495
+20% +$123K 0.2% 55
2023
Q3
$633K Buy
2,529
+943
+59% +$236K 0.18% 52
2023
Q2
$415K Sell
1,586
-179
-10% -$46.9K 0.14% 78
2023
Q1
$366K Sell
1,765
-399
-18% -$82.8K 0.11% 81
2022
Q4
$267K Sell
2,164
-1,197
-36% -$147K 0.08% 101
2022
Q3
$892K Buy
3,361
+85
+3% +$22.6K 0.27% 39
2022
Q2
$735K Sell
3,276
-222
-6% -$49.8K 0.21% 48
2022
Q1
$1.26M Buy
3,498
+192
+6% +$68.9K 0.32% 36
2021
Q4
$1.32M Buy
3,306
+114
+4% +$45.6K 0.39% 37
2021
Q3
$825K Buy
3,192
+819
+35% +$212K 0.28% 49
2021
Q2
$538K Sell
2,373
-39
-2% -$8.84K 0.18% 66
2021
Q1
$537K Buy
2,412
+390
+19% +$86.8K 0.22% 58
2020
Q4
$476K Buy
+2,022
New +$476K 0.2% 63