Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
5,942
+230
+4% +$73.6K 0.47% 28
2025
Q1
$1.53M Sell
5,712
-725
-11% -$195K 0.45% 28
2024
Q4
$2.6M Sell
6,437
-155
-2% -$62.6K 0.78% 23
2024
Q3
$1.72M Sell
6,592
-245
-4% -$64.1K 0.56% 23
2024
Q2
$1.35M Buy
6,837
+178
+3% +$35.2K 0.48% 28
2024
Q1
$1.17M Sell
6,659
-325
-5% -$57.1K 0.43% 31
2023
Q4
$1.74M Sell
6,984
-209
-3% -$51.9K 0.68% 24
2023
Q3
$1.8M Sell
7,193
-14
-0.2% -$3.5K 0.79% 19
2023
Q2
$1.89M Buy
7,207
+194
+3% +$50.8K 0.8% 16
2023
Q1
$1.45M Buy
7,013
+1,328
+23% +$276K 0.67% 18
2022
Q4
$700K Buy
5,685
+317
+6% +$39K 0.35% 27
2022
Q3
$1.42M Sell
5,368
-20
-0.4% -$5.3K 0.72% 21
2022
Q2
$1.21M Buy
5,388
+999
+23% +$224K 0.56% 26
2022
Q1
$1.58M Buy
4,389
+186
+4% +$66.8K 0.63% 20
2021
Q4
$1.48M Buy
+4,203
New +$1.48M 0.56% 22