Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
15,249
+211
+1% +$15K 0.03% 284
2025
Q1
$955K Sell
15,038
-478
-3% -$30.3K 0.03% 291
2024
Q4
$1.17M Sell
15,516
-833
-5% -$62.6K 0.03% 260
2024
Q3
$1.45M Sell
16,349
-6,067
-27% -$536K 0.04% 239
2024
Q2
$1.69M Buy
22,416
+8,012
+56% +$604K 0.05% 215
2024
Q1
$1.35M Sell
14,404
-517
-3% -$48.6K 0.04% 244
2023
Q4
$1.62M Buy
14,921
+7
+0% +$760 0.05% 205
2023
Q3
$1.43M Sell
14,914
-155
-1% -$14.8K 0.05% 214
2023
Q2
$1.66M Buy
15,069
+851
+6% +$93.9K 0.06% 195
2023
Q1
$1.74M Sell
14,218
-279
-2% -$34.2K 0.06% 190
2022
Q4
$1.7M Sell
14,497
-3,000
-17% -$351K 0.06% 186
2022
Q3
$1.45M Buy
17,497
+2,681
+18% +$223K 0.05% 201
2022
Q2
$1.7M Sell
14,816
-864
-6% -$99.3K 0.06% 184
2022
Q1
$2.11M Sell
15,680
-454
-3% -$61.1K 0.07% 173
2021
Q4
$2.69M Buy
16,134
+1,201
+8% +$200K 0.08% 146
2021
Q3
$2.17M Buy
14,933
+186
+1% +$27K 0.07% 161
2021
Q2
$2.28M Sell
14,747
-265
-2% -$40.9K 0.07% 158
2021
Q1
$2M Sell
15,012
-1,665
-10% -$221K 0.07% 172
2020
Q4
$2.36M Sell
16,677
-616
-4% -$87.1K 0.08% 149
2020
Q3
$2.17M Buy
17,293
+602
+4% +$75.6K 0.09% 143
2020
Q2
$1.64M Buy
+16,691
New +$1.64M 0.07% 169