Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
20,584
+364
+2% +$33.4K 0.01% 588
2025
Q1
$1.86M Buy
20,220
+948
+5% +$87.1K 0.01% 533
2024
Q4
$1.63M Buy
19,272
+699
+4% +$59.2K 0.01% 495
2024
Q3
$1.47M Buy
18,573
+905
+5% +$71.5K 0.01% 518
2024
Q2
$1.32M Buy
17,668
+1,868
+12% +$140K 0.01% 503
2024
Q1
$1.24M Buy
15,800
+8,713
+123% +$682K 0.01% 485
2023
Q4
$493K Buy
7,087
+405
+6% +$28.2K 0.01% 567
2023
Q3
$423K Buy
6,682
+526
+9% +$33.3K 0.01% 562
2023
Q2
$366K Buy
6,156
+398
+7% +$23.6K 0.01% 592
2023
Q1
$334K Buy
5,758
+582
+11% +$33.8K 0.01% 565
2022
Q4
$302K Buy
5,176
+138
+3% +$8.05K 0.01% 462
2022
Q3
$251K Sell
5,038
-1,522
-23% -$75.8K 0.01% 463
2022
Q2
$389K Buy
6,560
+1,319
+25% +$78.2K 0.01% 386
2022
Q1
$339K Buy
5,241
+606
+13% +$39.2K 0.01% 429
2021
Q4
$268K Buy
4,635
+851
+22% +$49.2K 0.01% 469
2021
Q3
$204K Buy
+3,784
New +$204K 0.01% 499