Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.49M Buy
59,825
+48
+0.1% +$2.8K 0.23% 41
2024
Q4
$3.46M Buy
59,777
+2
+0% +$116 0.22% 44
2024
Q3
$2.65M Sell
59,775
-259
-0.4% -$11.5K 0.18% 50
2024
Q2
$2.23M Buy
60,034
+3
+0% +$112 0.16% 52
2024
Q1
$2.29M Sell
60,031
-483
-0.8% -$18.4K 0.17% 56
2023
Q4
$2.77M Sell
60,514
-332
-0.5% -$15.2K 0.23% 49
2023
Q3
$1.76M Buy
60,846
+202
+0.3% +$5.85K 0.17% 57
2023
Q2
$2.44M Hold
60,644
0.24% 48
2023
Q1
$2.73M Buy
60,644
+39
+0.1% +$1.75K 0.3% 42
2022
Q4
$1.72M Sell
60,605
-31
-0.1% -$882 0.21% 50
2022
Q3
$2.54M Sell
60,636
-19,108
-24% -$800K 0.32% 46
2022
Q2
$2.96M Buy
79,744
+30
+0% +$1.11K 0.42% 34
2022
Q1
$3.69M Sell
79,714
-453
-0.6% -$20.9K 0.54% 31
2021
Q4
$8.27M Sell
80,167
-91,754
-53% -$9.47M 1.36% 19
2021
Q3
$13M Buy
171,921
+112,278
+188% +$8.48M 2.34% 14
2021
Q2
$5.37M Buy
+59,643
New +$5.37M 1.24% 15