Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
37,687
+18,083
+92% +$867K 0.22% 30
2025
Q1
$976K Sell
19,604
-3,911
-17% -$195K 0.13% 67
2024
Q4
$1.36M Buy
23,515
+14,558
+163% +$843K 0.17% 45
2024
Q3
$583K Sell
8,957
-280
-3% -$18.2K 0.08% 159
2024
Q2
$592K Buy
9,237
+1,888
+26% +$121K 0.1% 99
2024
Q1
$468K Buy
7,349
+961
+15% +$61.2K 0.08% 155
2023
Q4
$354K Sell
6,388
-1,051
-14% -$58.2K 0.07% 233
2023
Q3
$438K Buy
7,439
+553
+8% +$32.6K 0.09% 109
2023
Q2
$448K Buy
6,886
+236
+4% +$15.4K 0.13% 77
2023
Q1
$366K Sell
6,650
-71
-1% -$3.91K 0.12% 89
2022
Q4
$355K Sell
6,721
-53
-0.8% -$2.8K 0.12% 94
2022
Q3
$293K Buy
6,774
+140
+2% +$6.06K 0.14% 87
2022
Q2
$321K Buy
6,634
+2,354
+55% +$114K 0.2% 54
2022
Q1
$234K Buy
4,280
+379
+10% +$20.7K 0.12% 144
2021
Q4
$186K Sell
3,901
-24
-0.6% -$1.14K 0.09% 250
2021
Q3
$155K Buy
3,925
+1,690
+76% +$66.7K 0.1% 249
2021
Q2
$85K Buy
+2,235
New +$85K 0.05% 522