Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Buy
5,967
+148
+3% +$52.8K 0.03% 212
2025
Q1
$1.58M Sell
5,819
-21
-0.4% -$5.71K 0.02% 241
2024
Q4
$1.94M Buy
5,840
+80
+1% +$26.6K 0.03% 207
2024
Q3
$1.91M Sell
5,760
-28
-0.5% -$9.28K 0.03% 203
2024
Q2
$1.81M Buy
5,788
+143
+3% +$44.8K 0.03% 190
2024
Q1
$1.77M Buy
5,645
+165
+3% +$51.6K 0.03% 185
2023
Q4
$1.32M Buy
5,480
+667
+14% +$161K 0.02% 208
2023
Q3
$1.03M Hold
4,813
0.02% 222
2023
Q2
$968K Buy
4,813
+52
+1% +$10.5K 0.02% 233
2023
Q1
$816K Buy
4,761
+383
+9% +$65.6K 0.02% 245
2022
Q4
$687K Buy
4,378
+1,000
+30% +$157K 0.02% 266
2022
Q3
$450K Sell
3,378
-14
-0.4% -$1.87K 0.01% 296
2022
Q2
$427K Sell
3,392
-4
-0.1% -$504 0.01% 310
2022
Q1
$515K Buy
+3,396
New +$515K 0.01% 298