Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
6,353
-46
-0.7% -$13.6K 0.12% 168
2025
Q1
$1.59M Buy
6,399
+218
+4% +$54.2K 0.12% 182
2024
Q4
$1.36M Sell
6,181
-3
-0% -$659 0.11% 175
2024
Q3
$1.37M Buy
6,184
+229
+4% +$50.6K 0.1% 193
2024
Q2
$1.03M Sell
5,955
-42
-0.7% -$7.26K 0.09% 202
2024
Q1
$1.15M Buy
5,997
+1,309
+28% +$250K 0.11% 187
2023
Q4
$767K Buy
4,688
+155
+3% +$25.4K 0.07% 254
2023
Q3
$636K Sell
4,533
-2,344
-34% -$329K 0.06% 269
2023
Q2
$920K Sell
6,877
-1,382
-17% -$185K 0.08% 222
2023
Q1
$1.08M Buy
8,259
+43
+0.5% +$5.64K 0.1% 202
2022
Q4
$1.16M Buy
8,216
+633
+8% +$89.2K 0.11% 187
2022
Q3
$901K Sell
7,583
-113
-1% -$13.4K 0.09% 223
2022
Q2
$1.09M Sell
7,696
-2
-0% -$282 0.11% 197
2022
Q1
$1M Buy
7,698
+153
+2% +$19.9K 0.06% 249
2021
Q4
$1.01M Sell
7,545
-1,827
-19% -$244K 0.06% 260
2021
Q3
$1.25M Sell
9,372
-256
-3% -$34K 0.09% 199
2021
Q2
$1.35M Sell
9,628
-748
-7% -$105K 0.09% 205
2021
Q1
$1.32M Sell
10,376
-866
-8% -$110K 0.09% 199
2020
Q4
$1.35M Sell
11,242
-928
-8% -$112K 0.11% 174
2020
Q3
$1.42M Buy
12,170
+249
+2% +$29K 0.12% 172
2020
Q2
$1.38M Buy
11,921
+3,861
+48% +$446K 0.11% 174
2020
Q1
$855K Sell
8,060
-3,177
-28% -$337K 0.08% 218
2019
Q4
$1.44M Sell
11,237
-585
-5% -$75K 0.12% 158
2019
Q3
$1.64M Buy
11,822
+1,917
+19% +$267K 0.15% 138
2019
Q2
$1.31M Buy
9,905
+1,004
+11% +$132K 0.14% 141
2019
Q1
$1.2M Buy
8,901
+2,168
+32% +$293K 0.15% 152
2018
Q4
$732K Buy
6,733
+1,180
+21% +$128K 0.1% 193
2018
Q3
$803K Buy
5,553
+1,918
+53% +$277K 0.1% 196
2018
Q2
$485K Buy
3,635
+176
+5% +$23.5K 0.07% 239
2018
Q1
$507K Sell
3,459
-900
-21% -$132K 0.07% 223
2017
Q4
$639K Buy
+4,359
New +$639K 0.1% 176