Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
2,188
-33
-1% -$29.6K 0.67% 41
2025
Q1
$1.51M Buy
2,221
+24
+1% +$16.3K 0.55% 49
2024
Q4
$1.38M Buy
2,197
+96
+5% +$60.5K 0.5% 55
2024
Q3
$1.63M Buy
2,101
+33
+2% +$25.6K 0.59% 51
2024
Q2
$1.71M Buy
2,068
+55
+3% +$45.3K 0.66% 43
2024
Q1
$1.41M Buy
2,013
+13
+0.7% +$9.08K 0.55% 53
2023
Q4
$1.16M Buy
2,000
+57
+3% +$33.1K 0.49% 61
2023
Q3
$891K Buy
1,943
+193
+11% +$88.5K 0.42% 67
2023
Q2
$849K Buy
1,750
+146
+9% +$70.8K 0.39% 73
2023
Q1
$640K Buy
1,604
+140
+10% +$55.9K 0.31% 91
2022
Q4
$552K Buy
1,464
+206
+16% +$77.7K 0.28% 98
2022
Q3
$381K Buy
1,258
+284
+29% +$86K 0.21% 117
2022
Q2
$311K Buy
974
+133
+16% +$42.5K 0.17% 135
2022
Q1
$308K Buy
841
+230
+38% +$84.2K 0.14% 152
2021
Q4
$263K Buy
+611
New +$263K 0.11% 178