Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
4,640
+220
+5% +$69.9K 0.33% 92
2025
Q1
$1.15M Sell
4,420
-158
-3% -$40.9K 0.28% 110
2024
Q4
$1.85M Buy
4,578
+49
+1% +$19.8K 0.45% 61
2024
Q3
$1.17M Buy
4,529
+261
+6% +$67.6K 0.29% 101
2024
Q2
$845K Buy
4,268
+65
+2% +$12.9K 0.23% 139
2024
Q1
$706K Buy
4,203
+336
+9% +$56.5K 0.2% 150
2023
Q4
$961K Buy
3,867
+84
+2% +$20.9K 0.28% 108
2023
Q3
$801K Buy
3,783
+2
+0.1% +$423 0.26% 116
2023
Q2
$1.02M Hold
3,781
0.3% 98
2023
Q1
$784K Sell
3,781
-155
-4% -$32.2K 0.26% 118
2022
Q4
$700K Buy
3,936
+163
+4% +$29K 0.24% 129
2022
Q3
$852K Buy
3,773
+113
+3% +$25.5K 0.32% 89
2022
Q2
$822K Buy
3,660
+30
+0.8% +$6.74K 0.33% 86
2022
Q1
$1.25M Buy
3,630
+6
+0.2% +$2.06K 0.44% 63
2021
Q4
$1.28M Buy
3,624
+102
+3% +$35.9K 0.51% 54
2021
Q3
$910K Buy
3,522
+105
+3% +$27.1K 0.44% 63
2021
Q2
$774K Buy
3,417
+12
+0.4% +$2.72K 0.37% 72
2021
Q1
$751K Sell
3,405
-300
-8% -$66.2K 0.38% 73
2020
Q4
$872K Buy
+3,705
New +$872K 0.62% 40