Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.39M Buy
2,256
+23
+1% +$14.1K 0.09% 72
2024
Q4
$1.4M Buy
2,233
+26
+1% +$16.3K 0.09% 73
2024
Q3
$1.37M Sell
2,207
-380
-15% -$236K 0.09% 70
2024
Q2
$1.7M Sell
2,587
-542
-17% -$356K 0.12% 64
2024
Q1
$2.03M Sell
3,129
-14
-0.4% -$9.1K 0.15% 63
2023
Q4
$1.96M Sell
3,143
-33
-1% -$20.6K 0.17% 60
2023
Q3
$1.62M Buy
3,176
+64
+2% +$32.7K 0.16% 59
2023
Q2
$1.43M Buy
3,112
+36
+1% +$16.5K 0.14% 64
2023
Q1
$1.37M Sell
3,076
-85
-3% -$37.9K 0.15% 62
2022
Q4
$1.23M Buy
3,161
+55
+2% +$21.4K 0.15% 61
2022
Q3
$1.3M Buy
3,106
+18
+0.6% +$7.52K 0.16% 56
2022
Q2
$1.18M Buy
3,088
+28
+0.9% +$10.7K 0.17% 56
2022
Q1
$1.47M Sell
3,060
-11
-0.4% -$5.29K 0.22% 50
2021
Q4
$1.98M Sell
3,071
-66
-2% -$42.4K 0.32% 46
2021
Q3
$1.69M Sell
3,137
-1,442
-31% -$778K 0.31% 43
2021
Q2
$2.25M Sell
4,579
-3
-0.1% -$1.47K 0.52% 32
2021
Q1
$1.76M Buy
+4,582
New +$1.76M 0.79% 28
2020
Q4
Sell
-1,376
Closed -$449K 88
2020
Q3
$449K Buy
+1,376
New +$449K 0.36% 50