Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
30,263
+840
+3% +$48.9K 0.27% 61
2025
Q1
$1.42M Buy
29,423
+2,000
+7% +$96.6K 0.25% 66
2024
Q4
$1.02M Sell
27,423
-611
-2% -$22.7K 0.17% 83
2024
Q3
$1.5M Buy
28,034
+2,171
+8% +$116K 0.27% 61
2024
Q2
$1.08M Buy
25,863
+2,996
+13% +$125K 0.22% 73
2024
Q1
$820K Buy
22,867
+3,165
+16% +$113K 0.19% 89
2023
Q4
$815K Buy
19,702
+7,515
+62% +$311K 0.23% 73
2023
Q3
$450K Buy
12,187
+925
+8% +$34.2K 0.15% 110
2023
Q2
$480K Buy
11,262
+1,616
+17% +$68.9K 0.17% 99
2023
Q1
$473K Sell
9,646
-350
-4% -$17.2K 0.2% 85
2022
Q4
$472K Buy
9,996
+1,249
+14% +$59K 0.24% 79
2022
Q3
$368K Buy
8,747
+400
+5% +$16.8K 0.22% 80
2022
Q2
$498K Sell
8,347
-1,091
-12% -$65.1K 0.31% 59
2022
Q1
$750K Sell
9,438
-165
-2% -$13.1K 0.44% 44
2021
Q4
$596K Buy
+9,603
New +$596K 0.33% 62