Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
4,798
+189
+4% +$41.5K 0.51% 45
2025
Q1
$877K Buy
4,609
+3
+0.1% +$571 0.45% 45
2024
Q4
$1.01M Buy
4,606
+8
+0.2% +$1.76K 0.52% 44
2024
Q3
$857K Hold
4,598
0.43% 46
2024
Q2
$889K Buy
4,598
+349
+8% +$67.4K 0.48% 46
2024
Q1
$766K Buy
4,249
+92
+2% +$16.6K 0.43% 45
2023
Q4
$632K Sell
4,157
-4
-0.1% -$608 0.36% 48
2023
Q3
$529K Buy
4,161
+9
+0.2% +$1.14K 0.35% 48
2023
Q2
$541K Buy
4,152
+18
+0.4% +$2.35K 0.34% 50
2023
Q1
$427K Sell
4,134
-290
-7% -$30K 0.29% 52
2022
Q4
$372K Buy
+4,424
New +$372K 0.26% 64
2022
Q2
$441K Buy
4,156
+76
+2% +$8.06K 0.36% 46
2022
Q1
$665K Sell
4,080
-100
-2% -$16.3K 0.5% 41
2021
Q4
$697K Sell
4,180
-79,360
-95% -$13.2M 0.48% 42
2021
Q3
$472K Buy
+83,540
New +$472K 0.37% 51