Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
3,896
+116
+3% +$44.9K 0.11% 82
2025
Q1
$1.45M Buy
3,780
+167
+5% +$64K 0.12% 78
2024
Q4
$1.61M Sell
3,613
-44
-1% -$19.6K 0.14% 71
2024
Q3
$1.89M Buy
3,657
+96
+3% +$49.7K 0.17% 69
2024
Q2
$1.98M Buy
3,561
+179
+5% +$99.4K 0.2% 62
2024
Q1
$1.71M Buy
3,382
+107
+3% +$54K 0.18% 62
2023
Q4
$1.95M Buy
3,275
+331
+11% +$197K 0.22% 57
2023
Q3
$1.5M Buy
2,944
+101
+4% +$51.5K 0.19% 61
2023
Q2
$1.39M Buy
2,843
+331
+13% +$162K 0.18% 64
2023
Q1
$968K Buy
2,512
+561
+29% +$216K 0.13% 74
2022
Q4
$657K Sell
1,951
-102
-5% -$34.3K 0.1% 79
2022
Q3
$565K Sell
2,053
-77
-4% -$21.2K 0.1% 80
2022
Q2
$780K Buy
2,130
+365
+21% +$134K 0.14% 72
2022
Q1
$804K Buy
1,765
+820
+87% +$374K 0.14% 71
2021
Q4
$536K Sell
945
-126
-12% -$71.5K 0.1% 87
2021
Q3
$617K Buy
1,071
+2
+0.2% +$1.15K 0.14% 74
2021
Q2
$626K Buy
1,069
+140
+15% +$82K 0.15% 74
2021
Q1
$442K Buy
929
+58
+7% +$27.6K 0.13% 86
2020
Q4
$436K Buy
871
+64
+8% +$32K 0.15% 76
2020
Q3
$396K Buy
807
+200
+33% +$98.1K 0.16% 77
2020
Q2
$264K Buy
+607
New +$264K 0.12% 96