Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
5,812
+107
+2% +$34K 0.51% 24
2025
Q1
$1.48M Buy
5,705
+298
+6% +$77.2K 0.46% 25
2024
Q4
$2.18M Buy
5,407
+322
+6% +$130K 0.66% 26
2024
Q3
$1.33M Sell
5,085
-48
-0.9% -$12.6K 0.42% 37
2024
Q2
$1.02M Buy
5,133
+619
+14% +$122K 0.33% 40
2024
Q1
$794K Buy
4,514
+107
+2% +$18.8K 0.27% 51
2023
Q4
$1.1M Buy
4,407
+54
+1% +$13.4K 0.43% 37
2023
Q3
$1.09M Buy
4,353
+42
+1% +$10.5K 0.64% 24
2023
Q2
$1.13M Buy
4,311
+109
+3% +$28.5K 0.56% 21
2023
Q1
$872K Buy
4,202
+100
+2% +$20.7K 0.51% 22
2022
Q4
$505K Buy
4,102
+157
+4% +$19.3K 0.28% 53
2022
Q3
$1.05M Sell
3,945
-3
-0.1% -$795 0.76% 19
2022
Q2
$886K Buy
3,948
+48
+1% +$10.8K 0.59% 25
2022
Q1
$1.4M Buy
3,900
+105
+3% +$37.7K 1.22% 15
2021
Q4
$1.34M Buy
3,795
+132
+4% +$46.5K 0.85% 25
2021
Q3
$947K Sell
3,663
-525
-13% -$136K 0.91% 19
2021
Q2
$949K Buy
4,188
+525
+14% +$119K 0.88% 19
2021
Q1
$816K Buy
3,663
+75
+2% +$16.7K 0.89% 18
2020
Q4
$844K Buy
+3,588
New +$844K 1.06% 13