Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
30,027
+773
+3% +$54.4K 0.36% 50
2025
Q1
$2.14M Buy
29,254
+884
+3% +$64.8K 0.42% 44
2024
Q4
$1.78M Buy
28,370
+618
+2% +$38.7K 0.34% 50
2024
Q3
$1.83M Buy
27,752
+521
+2% +$34.4K 0.36% 54
2024
Q2
$1.97M Buy
27,231
+1,058
+4% +$76.4K 0.42% 46
2024
Q1
$1.75M Buy
26,173
+539
+2% +$36.1K 0.39% 52
2023
Q4
$1.69M Buy
25,634
+59
+0.2% +$3.88K 0.44% 50
2023
Q3
$1.65M Sell
25,575
-968
-4% -$62.3K 0.52% 41
2023
Q2
$1.6M Sell
26,543
-675
-2% -$40.8K 0.51% 40
2023
Q1
$1.55M Hold
27,218
0.55% 44
2022
Q4
$1.55M Sell
27,218
-416
-2% -$23.7K 0.55% 44
2022
Q3
$1.45M Buy
27,634
+271
+1% +$14.2K 0.59% 43
2022
Q2
$1.43M Sell
27,363
-1,545
-5% -$80.8K 0.68% 37
2022
Q1
$1.59M Buy
+28,908
New +$1.59M 0.55% 45