Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
4,485
+30
+0.7% +$10.7K 0.54% 47
2025
Q1
$1.56M Buy
4,455
+314
+8% +$110K 0.58% 48
2024
Q4
$1.31M Buy
4,141
+2
+0% +$632 0.51% 50
2024
Q3
$1.14M Buy
4,139
+214
+5% +$58.8K 0.44% 57
2024
Q2
$1.03M Sell
3,925
-1,131
-22% -$297K 0.42% 61
2024
Q1
$1.39M Buy
5,056
+1,307
+35% +$360K 0.54% 49
2023
Q4
$976K Sell
3,749
-47
-1% -$12.2K 0.41% 64
2023
Q3
$873K Buy
3,796
+933
+33% +$215K 0.43% 60
2023
Q2
$680K Buy
2,863
+140
+5% +$33.2K 0.6% 35
2023
Q1
$614K Hold
2,723
0.58% 35
2022
Q4
$566K Buy
2,723
+74
+3% +$15.4K 0.55% 35
2022
Q3
$471K Buy
2,649
+215
+9% +$38.2K 0.49% 43
2022
Q2
$479K Buy
2,434
+78
+3% +$15.4K 0.52% 43
2022
Q1
$522K Sell
2,356
-76
-3% -$16.9K 0.52% 41
2021
Q4
$527K Buy
+2,432
New +$527K 0.53% 44