Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.03M Buy
15,017
+677
+5% +$362K 0.04% 421
2025
Q1
$5.3M Buy
14,340
+1,744
+14% +$645K 0.03% 489
2024
Q4
$5.72M Buy
12,596
+1,148
+10% +$521K 0.03% 457
2024
Q3
$4.93M Buy
11,448
+903
+9% +$389K 0.03% 479
2024
Q2
$3.85M Buy
10,545
+2,306
+28% +$842K 0.03% 530
2024
Q1
$2.89M Buy
8,239
+111
+1% +$38.9K 0.03% 560
2023
Q4
$1.77M Buy
8,128
+1,474
+22% +$320K 0.02% 713
2023
Q3
$1.4M Buy
6,654
+790
+13% +$166K 0.02% 722
2023
Q2
$1.08M Sell
5,864
-1,813
-24% -$335K 0.01% 828
2023
Q1
$1.25M Sell
7,677
-5,647
-42% -$918K 0.02% 702
2022
Q4
$227K Buy
13,324
+1,343
+11% +$22.9K 0.01% 1133
2022
Q3
$1.38M Sell
11,981
-696
-5% -$80.4K 0.02% 534
2022
Q2
$1.31M Sell
12,677
-426
-3% -$43.9K 0.02% 569
2022
Q1
$1.48M Buy
13,103
+1,608
+14% +$181K 0.02% 512
2021
Q4
$1.46M Buy
11,495
+265
+2% +$33.8K 0.02% 560
2021
Q3
$1.3M Sell
11,230
-53
-0.5% -$6.12K 0.03% 439
2021
Q2
$1.39M Buy
+11,283
New +$1.39M 0.04% 400