Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
9,060
+3,425
+61% +$294K 0.1% 123
2025
Q1
$471K Buy
5,635
+1,089
+24% +$90.9K 0.06% 264
2024
Q4
$383K Buy
4,546
+1,918
+73% +$162K 0.05% 402
2024
Q3
$230K Sell
2,628
-173
-6% -$15.1K 0.03% 611
2024
Q2
$222K Sell
2,801
-635
-18% -$50.3K 0.04% 495
2024
Q1
$321K Buy
3,436
+863
+34% +$80.7K 0.05% 325
2023
Q4
$223K Buy
2,573
+162
+7% +$14.1K 0.04% 482
2023
Q3
$176K Sell
2,411
-256
-10% -$18.7K 0.04% 550
2023
Q2
$230K Buy
2,667
+991
+59% +$85.6K 0.07% 296
2023
Q1
$122K Buy
1,676
+1,008
+151% +$73.6K 0.04% 643
2022
Q4
$44.9K Buy
668
+11
+2% +$740 0.01% 1102
2022
Q3
$39K Sell
657
-30
-4% -$1.78K 0.02% 1107
2022
Q2
$41K Sell
687
-342
-33% -$20.4K 0.03% 1068
2022
Q1
$72K Sell
1,029
-68
-6% -$4.76K 0.04% 824
2021
Q4
$89K Buy
1,097
+28
+3% +$2.27K 0.04% 725
2021
Q3
$75K Sell
1,069
-834
-44% -$58.5K 0.05% 590
2021
Q2
$144K Buy
1,903
+1,742
+1,082% +$132K 0.09% 294
2021
Q1
$12K Buy
+161
New +$12K 0.02% 374