Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
9,439
+1,868
+25% +$294K 0.07% 239
2025
Q1
$1.33M Buy
7,571
+1,503
+25% +$265K 0.07% 276
2024
Q4
$1.19M Buy
6,068
+1,893
+45% +$372K 0.07% 273
2024
Q3
$989K Sell
4,175
-196
-4% -$46.4K 0.06% 305
2024
Q2
$924K Sell
4,371
-1,040
-19% -$220K 0.06% 307
2024
Q1
$1.37M Sell
5,411
-269
-5% -$68K 0.1% 230
2023
Q4
$1.31M Sell
5,680
-73
-1% -$16.9K 0.11% 219
2023
Q3
$1.13M Buy
5,753
+68
+1% +$13.4K 0.1% 226
2023
Q2
$1.28M Buy
5,685
+1,167
+26% +$262K 0.1% 243
2023
Q1
$899K Hold
4,518
0.08% 294
2022
Q4
$926K Sell
4,518
-279
-6% -$57.2K 0.09% 266
2022
Q3
$869K Buy
4,797
+383
+9% +$69.4K 0.1% 244
2022
Q2
$958K Buy
4,414
+110
+3% +$23.9K 0.11% 180
2022
Q1
$995K Buy
4,304
+2,668
+163% +$617K 0.1% 193
2021
Q4
$462K Buy
1,636
+80
+5% +$22.6K 0.05% 371
2021
Q3
$373K Buy
+1,556
New +$373K 0.04% 376