Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
3,807
+52
+1% +$16.5K 0.75% 43
2025
Q1
$973K Sell
3,755
-367
-9% -$95.1K 0.66% 51
2024
Q4
$1.66M Buy
4,122
+987
+31% +$399K 1.1% 32
2024
Q3
$820K Buy
3,135
+1,175
+60% +$307K 0.56% 52
2024
Q2
$388K Buy
1,960
+17
+0.9% +$3.36K 0.31% 69
2024
Q1
$342K Sell
1,943
-574
-23% -$101K 0.29% 67
2023
Q4
$625K Sell
2,517
-908
-27% -$226K 0.59% 49
2023
Q3
$857K Buy
3,425
+10
+0.3% +$2.5K 0.7% 48
2023
Q2
$894K Buy
3,415
+109
+3% +$28.5K 0.69% 48
2023
Q1
$686K Sell
3,306
-89
-3% -$18.5K 0.56% 51
2022
Q4
$418K Sell
3,395
-528
-13% -$65K 0.36% 64
2022
Q3
$1.04M Buy
3,923
+8
+0.2% +$2.12K 0.84% 42
2022
Q2
$878K Buy
3,915
+258
+7% +$57.9K 0.64% 43
2022
Q1
$1.31M Sell
3,657
-6
-0.2% -$2.16K 0.88% 33
2021
Q4
$1.29M Buy
3,663
+54
+1% +$19K 0.83% 34
2021
Q3
$933K Sell
3,609
-90
-2% -$23.3K 0.66% 44
2021
Q2
$838K Sell
3,699
-1,254
-25% -$284K 0.6% 47
2021
Q1
$1.1M Sell
4,953
-30
-0.6% -$6.68K 0.86% 35
2020
Q4
$1.17M Buy
+4,983
New +$1.17M 0.99% 28