Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Buy
155,891
+1,874
+1% +$28.5K 0.92% 18
2025
Q1
$1.72M Buy
154,017
+212
+0.1% +$2.37K 0.82% 15
2024
Q4
$1.91M Buy
153,805
+512
+0.3% +$6.37K 0.87% 14
2024
Q3
$1.55M Buy
153,293
+1,811
+1% +$18.3K 0.73% 15
2024
Q2
$1.25M Buy
151,482
+346
+0.2% +$2.86K 0.56% 18
2024
Q1
$1.12M Buy
151,136
+145,835
+2,751% +$1.08M 0.52% 18
2023
Q4
$805K Sell
5,301
-101
-2% -$15.3K 0.41% 20
2023
Q3
$687K Sell
5,402
-665
-11% -$84.5K 0.38% 20
2023
Q2
$791K Sell
6,067
-2,462
-29% -$321K 0.43% 18
2023
Q1
$881K Sell
8,529
-567
-6% -$58.6K 0.52% 17
2022
Q4
$764K Sell
9,096
-1,710
-16% -$144K 0.53% 20
2022
Q3
$1.22M Buy
10,806
+71
+0.7% +$8.02K 0.95% 14
2022
Q2
$1.14M Buy
10,735
+2,855
+36% +$303K 0.88% 14
2022
Q1
$1.28M Sell
7,880
-80
-1% -$13K 0.87% 11
2021
Q4
$1.33M Buy
+7,960
New +$1.33M 0.87% 11