Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
9,476
+627
+7% +$143K 0.13% 170
2025
Q1
$2.16M Buy
8,849
+115
+1% +$28K 0.15% 168
2024
Q4
$2.45M Buy
8,734
+330
+4% +$92.6K 0.16% 154
2024
Q3
$2.3M Hold
8,404
0.18% 153
2024
Q2
$2.52M Sell
8,404
-2
-0% -$600 0.19% 140
2024
Q1
$2.44M Sell
8,406
-126
-1% -$36.5K 0.19% 153
2023
Q4
$2.16M Buy
8,532
+3,752
+78% +$949K 0.18% 164
2023
Q3
$1.27M Buy
4,780
+1,709
+56% +$453K 0.13% 179
2023
Q2
$758K Hold
3,071
0.07% 200
2023
Q1
$702K Sell
3,071
-29
-0.9% -$6.63K 0.07% 202
2022
Q4
$537K Sell
3,100
-367
-11% -$63.6K 0.05% 230
2022
Q3
$515K Sell
3,467
-199
-5% -$29.6K 0.06% 237
2022
Q2
$831K Sell
3,666
-93
-2% -$21.1K 0.09% 188
2022
Q1
$870K Hold
3,759
0.07% 207
2021
Q4
$972K Buy
3,759
+1,097
+41% +$284K 0.06% 215
2021
Q3
$584K Buy
+2,662
New +$584K 0.04% 253