Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Buy
9,051
+3,878
+75% +$1.23M 0.75% 40
2025
Q1
$1.34M Buy
5,173
+44
+0.9% +$11.4K 0.51% 55
2024
Q4
$2.07M Sell
5,129
-5,117
-50% -$2.07M 0.71% 42
2024
Q3
$2.68M Sell
10,246
-459
-4% -$120K 0.87% 32
2024
Q2
$2.12M Buy
10,705
+343
+3% +$67.9K 0.77% 40
2024
Q1
$1.82M Buy
10,362
+4,637
+81% +$815K 0.73% 45
2023
Q4
$1.42M Buy
5,725
+993
+21% +$247K 0.6% 46
2023
Q3
$1.18M Sell
4,732
-104
-2% -$26K 0.49% 47
2023
Q2
$1.27M Sell
4,836
-2,468
-34% -$646K 0.41% 56
2023
Q1
$1.52M Buy
7,304
+4,633
+173% +$961K 0.51% 47
2022
Q4
$329K Sell
2,671
-5,626
-68% -$693K 0.15% 69
2022
Q3
$2.2M Buy
8,297
+1,304
+19% +$346K 1.12% 29
2022
Q2
$1.57M Buy
6,993
+1,230
+21% +$276K 0.78% 40
2022
Q1
$2.07M Sell
5,763
-1,302
-18% -$468K 0.87% 34
2021
Q4
$2.49M Sell
7,065
-396
-5% -$139K 1.22% 21
2021
Q3
$1.93M Buy
7,461
+540
+8% +$140K 0.94% 31
2021
Q2
$1.57M Buy
6,921
+5,481
+381% +$1.24M 0.73% 43
2021
Q1
$321K Buy
+1,440
New +$321K 0.18% 70