Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.42M Buy
29,663
+54
+0.2% +$17.2K 1.16% 14
2025
Q1
$7.8M Buy
29,609
+3,434
+13% +$905K 0.95% 20
2024
Q4
$10.6M Sell
26,175
-1,838
-7% -$742K 1.27% 14
2024
Q3
$7.33M Buy
28,013
+5,764
+26% +$1.51M 1.02% 19
2024
Q2
$4.4M Buy
22,249
+3,578
+19% +$708K 0.66% 32
2024
Q1
$3.28M Buy
18,671
+5,840
+46% +$1.03M 0.54% 43
2023
Q4
$3.19M Buy
12,831
+1,669
+15% +$415K 0.64% 36
2023
Q3
$2.79M Sell
11,162
-386
-3% -$96.6K 0.67% 32
2023
Q2
$3.02M Buy
11,548
+708
+7% +$185K 0.77% 27
2023
Q1
$2.25M Sell
10,840
-5,068
-32% -$1.05M 0.79% 24
2022
Q4
$2.29M Buy
15,908
+6,076
+62% +$874K 0.63% 33
2022
Q3
$2.61M Sell
9,832
-4,274
-30% -$1.13M 1.06% 16
2022
Q2
$3.17M Buy
14,106
+7,236
+105% +$1.62M 1.3% 13
2022
Q1
$2.47M Sell
6,870
-300
-4% -$108K 0.82% 40
2021
Q4
$2.53M Buy
+7,170
New +$2.53M 0.76% 40