Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
19,316
+174
+0.9% +$13.8K 0.95% 35
2025
Q1
$1.72M Buy
19,142
+3,164
+20% +$284K 1.17% 31
2024
Q4
$1.59M Buy
15,978
+4,633
+41% +$461K 1.05% 35
2024
Q3
$1.29M Buy
11,345
+392
+4% +$44.5K 0.88% 39
2024
Q2
$1.36M Buy
10,953
+56
+0.5% +$6.93K 1.08% 35
2024
Q1
$1.44M Buy
10,897
+10,405
+2,115% +$1.37M 1.24% 31
2023
Q4
$53.6K Sell
492
-46
-9% -$5.02K 0.05% 133
2023
Q3
$55.4K Sell
538
-6
-1% -$618 0.05% 173
2023
Q2
$62.8K Sell
544
-26
-5% -$3K 0.05% 168
2023
Q1
$60.6K Buy
570
+10
+2% +$1.06K 0.05% 171
2022
Q4
$62.1K Sell
560
-1,812
-76% -$201K 0.05% 164
2022
Q3
$204K Sell
2,372
-15
-0.6% -$1.29K 0.16% 101
2022
Q2
$217K Sell
2,387
-126
-5% -$11.5K 0.16% 106
2022
Q1
$206K Buy
2,513
+434
+21% +$35.6K 0.14% 122
2021
Q4
$160K Buy
2,079
+822
+65% +$63.3K 0.1% 150
2021
Q3
$95K Buy
1,257
+552
+78% +$41.7K 0.07% 201
2021
Q2
$55K Sell
705
-399
-36% -$31.1K 0.04% 268
2021
Q1
$81K Buy
1,104
+16
+1% +$1.17K 0.06% 213
2020
Q4
$85K Buy
+1,088
New +$85K 0.07% 193