Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.42M Buy
34,165
+11,271
+49% +$1.13M 0.03% 415
2025
Q1
$2.41M Buy
22,894
+505
+2% +$53.1K 0.02% 478
2024
Q4
$1.76M Buy
22,389
+2,271
+11% +$179K 0.02% 554
2024
Q3
$1.5M Buy
20,118
+559
+3% +$41.6K 0.01% 590
2024
Q2
$1.83M Buy
19,559
+5,631
+40% +$527K 0.02% 514
2024
Q1
$1.46M Buy
13,928
+7,471
+116% +$782K 0.02% 616
2023
Q4
$585K Buy
6,457
+33
+0.5% +$2.99K 0.01% 874
2023
Q3
$524K Buy
6,424
+117
+2% +$9.54K 0.01% 875
2023
Q2
$437K Sell
6,307
-1,075
-15% -$74.6K 0.01% 944
2023
Q1
$637K Sell
7,382
-1
-0% -$86 0.01% 831
2022
Q4
$504K Buy
7,383
+2,338
+46% +$160K 0.01% 899
2022
Q3
$287K Buy
5,045
+1,012
+25% +$57.6K 0.01% 1004
2022
Q2
$365K Sell
4,033
-10,382
-72% -$940K 0.01% 961
2022
Q1
$2.18M Buy
14,415
+132
+0.9% +$19.9K 0.04% 358
2021
Q4
$3.2M Buy
14,283
+186
+1% +$41.7K 0.05% 284
2021
Q3
$3.35M Sell
14,097
-394
-3% -$93.5K 0.06% 244
2021
Q2
$3.55M Buy
14,491
+2,376
+20% +$581K 0.07% 241
2021
Q1
$2.67M Buy
12,115
+121
+1% +$26.7K 0.06% 267
2020
Q4
$3.05M Buy
11,994
+65
+0.5% +$16.5K 0.07% 241
2020
Q3
$2.55M Buy
11,929
+13
+0.1% +$2.78K 0.06% 235
2020
Q2
$2.39M Buy
+11,916
New +$2.39M 0.06% 241