Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
50,264
+786
+2% +$32.8K 0.02% 712
2025
Q1
$2.09M Buy
49,478
+31,164
+170% +$1.31M 0.02% 695
2024
Q4
$890K Buy
18,314
+121
+0.7% +$5.88K 0.01% 1210
2024
Q3
$1.2M Sell
18,193
-220
-1% -$14.5K 0.01% 1076
2024
Q2
$1.06M Sell
18,413
-280
-1% -$16.1K 0.01% 1106
2024
Q1
$1.19M Buy
18,693
+5
+0% +$318 0.01% 1108
2023
Q4
$1.18M Sell
18,688
-5,567
-23% -$351K 0.01% 1140
2023
Q3
$1.62M Buy
24,255
+90
+0.4% +$6.03K 0.02% 869
2023
Q2
$2.52M Buy
24,165
+227
+0.9% +$23.7K 0.03% 638
2023
Q1
$2.92M Sell
23,938
-1,045
-4% -$128K 0.04% 540
2022
Q4
$3.12M Buy
24,983
+6,404
+34% +$799K 0.04% 502
2022
Q3
$1.96M Buy
18,579
+71
+0.4% +$7.51K 0.03% 748
2022
Q2
$1.98M Sell
18,508
-680
-4% -$72.8K 0.03% 826
2022
Q1
$2.53M Buy
19,188
+22
+0.1% +$2.9K 0.03% 776
2021
Q4
$2.11M Buy
+19,166
New +$2.11M 0.02% 935