Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
16,445
+436
+3% +$31K 0.58% 44
2025
Q1
$1.02M Sell
16,009
-19
-0.1% -$1.21K 0.55% 50
2024
Q4
$1.21M Hold
16,028
0.66% 39
2024
Q3
$1.42M Sell
16,028
-2,262
-12% -$200K 0.78% 26
2024
Q2
$1.38M Sell
18,290
-274
-1% -$20.7K 0.81% 25
2024
Q1
$1.74M Buy
18,564
+188
+1% +$17.7K 1.06% 17
2023
Q4
$2M Sell
18,376
-251
-1% -$27.3K 1.32% 12
2023
Q3
$1.78M Sell
18,627
-65
-0.3% -$6.22K 1.31% 13
2023
Q2
$2.06M Buy
18,692
+237
+1% +$26.2K 1.46% 11
2023
Q1
$2.26M Buy
18,455
+97
+0.5% +$11.9K 1.67% 10
2022
Q4
$2.15M Buy
18,358
+634
+4% +$74.2K 1.61% 10
2022
Q3
$1.47M Buy
17,724
+28
+0.2% +$2.33K 1.22% 13
2022
Q2
$1.81M Hold
17,696
1.44% 10
2022
Q1
$2.38M Buy
17,696
+66
+0.4% +$8.88K 1.62% 7
2021
Q4
$2.94M Buy
17,630
+166
+1% +$27.7K 1.92% 7
2021
Q3
$2.54M Sell
17,464
-32
-0.2% -$4.65K 1.86% 6
2021
Q2
$2.7M Buy
17,496
+412
+2% +$63.6K 2.03% 6
2021
Q1
$2.27M Buy
17,084
+607
+4% +$80.7K 1.92% 6
2020
Q4
$2.33M Buy
+16,477
New +$2.33M 2.25% 7