Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.83M Buy
47,656
+17,153
+56% +$1.38M 0.03% 444
2025
Q1
$2.42M Buy
30,503
+862
+3% +$68.3K 0.03% 476
2024
Q4
$2.44M Buy
29,641
+11,530
+64% +$948K 0.03% 432
2024
Q3
$1.49M Buy
18,111
+8,318
+85% +$686K 0.03% 434
2024
Q2
$687K Buy
9,793
+6,907
+239% +$485K 0.03% 440
2024
Q1
$214K Sell
2,886
-329
-10% -$24.4K 0.03% 444
2023
Q4
$213K Buy
+3,215
New +$213K 0.05% 264
2023
Q1
Sell
-2,869
Closed -$208K 188
2022
Q4
$208K Sell
2,869
-600
-17% -$43.4K 0.1% 163
2022
Q3
$211K Sell
3,469
-200
-5% -$12.2K 0.12% 157
2022
Q2
$230K Buy
+3,669
New +$230K 0.13% 154
2020
Q4
Sell
-12,305
Closed -$457K 149
2020
Q3
$457K Buy
12,305
+20
+0.2% +$743 0.46% 57
2020
Q2
$449K Sell
12,285
-565
-4% -$20.7K 0.54% 51
2020
Q1
$393K Buy
12,850
+5,567
+76% +$170K 0.61% 51
2019
Q4
$371K Buy
7,283
+1,057
+17% +$53.8K 0.44% 77
2019
Q3
$294K Buy
6,226
+1,733
+39% +$81.8K 0.38% 95
2019
Q2
$223K Buy
+4,493
New +$223K 0.31% 113