Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
3,969
+183
+5% +$47.2K 0.16% 102
2025
Q1
$847K Buy
3,786
+113
+3% +$25.3K 0.15% 107
2024
Q4
$840K Buy
3,673
+143
+4% +$32.7K 0.14% 106
2024
Q3
$862K Buy
3,530
+300
+9% +$73.2K 0.15% 99
2024
Q2
$618K Buy
3,230
+368
+13% +$70.4K 0.12% 118
2024
Q1
$567K Buy
2,862
+384
+15% +$76K 0.13% 120
2023
Q4
$426K Buy
2,478
+172
+7% +$29.6K 0.12% 125
2023
Q3
$341K Buy
2,306
+205
+10% +$30.3K 0.11% 137
2023
Q2
$459K Buy
2,101
+274
+15% +$59.9K 0.16% 103
2023
Q1
$400K Sell
1,827
-49
-3% -$10.7K 0.17% 101
2022
Q4
$390K Buy
1,876
+202
+12% +$42K 0.2% 92
2022
Q3
$365K Buy
1,674
+131
+8% +$28.6K 0.22% 81
2022
Q2
$323K Sell
1,543
-150
-9% -$31.4K 0.2% 89
2022
Q1
$411K Sell
1,693
-28
-2% -$6.8K 0.24% 91
2021
Q4
$448K Buy
+1,721
New +$448K 0.25% 84