Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.37M Buy
7,176
+209
+3% +$98.1K 0.41% 58
2025
Q1
$3.2M Sell
6,967
-46
-0.7% -$21.1K 0.39% 68
2024
Q4
$2.94M Buy
7,013
+235
+3% +$98.4K 0.35% 70
2024
Q3
$3.23M Buy
6,778
+214
+3% +$102K 0.45% 55
2024
Q2
$2.88M Buy
6,564
+464
+8% +$204K 0.43% 56
2024
Q1
$2.83M Buy
6,100
+246
+4% +$114K 0.46% 56
2023
Q4
$2.4M Buy
5,854
+940
+19% +$386K 0.48% 50
2023
Q3
$1.83M Buy
4,914
+243
+5% +$90.5K 0.44% 52
2023
Q2
$1.78M Buy
4,671
+507
+12% +$193K 0.45% 52
2023
Q1
$1.48M Sell
4,164
-124
-3% -$44.1K 0.52% 45
2022
Q4
$1.41M Sell
4,288
-39
-0.9% -$12.8K 0.39% 57
2022
Q3
$1.17M Buy
4,327
+789
+22% +$213K 0.48% 39
2022
Q2
$1.02M Buy
+3,538
New +$1.02M 0.42% 51