Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Sell
9,804
-36
-0.4% -$8.02K 0.08% 219
2025
Q1
$2.02M Buy
9,840
+34
+0.3% +$6.99K 0.08% 218
2024
Q4
$1.79M Sell
9,806
-182
-2% -$33.3K 0.07% 229
2024
Q3
$2.06M Sell
9,988
-184
-2% -$37.9K 0.09% 211
2024
Q2
$1.78M Buy
10,172
+3,196
+46% +$560K 0.08% 219
2024
Q1
$1.2M Buy
6,976
+16
+0.2% +$2.75K 0.05% 280
2023
Q4
$1.05M Sell
6,960
-368
-5% -$55.4K 0.05% 276
2023
Q3
$881K Sell
7,328
-44
-0.6% -$5.29K 0.05% 293
2023
Q2
$916K Sell
7,372
-180
-2% -$22.4K 0.05% 291
2023
Q1
$874K Sell
7,552
-44
-0.6% -$5.09K 0.06% 269
2022
Q4
$858K Hold
7,596
0.06% 264
2022
Q3
$737K Sell
7,596
-1,644
-18% -$160K 0.05% 274
2022
Q2
$863K Sell
9,240
-172
-2% -$16.1K 0.06% 254
2022
Q1
$1M Buy
9,412
+204
+2% +$21.7K 0.06% 251
2021
Q4
$1.02M Sell
9,208
-48
-0.5% -$5.32K 0.06% 251
2021
Q3
$881K Buy
9,256
+120
+1% +$11.4K 0.06% 262
2021
Q2
$872K Buy
9,136
+44
+0.5% +$4.2K 0.06% 260
2021
Q1
$776K Sell
9,092
-356
-4% -$30.4K 0.05% 262
2020
Q4
$835K Buy
9,448
+972
+11% +$85.9K 0.06% 241
2020
Q3
$706K Buy
8,476
+1,396
+20% +$116K 0.06% 244
2020
Q2
$472K Sell
7,080
-280
-4% -$18.7K 0.04% 297
2020
Q1
$319K Sell
7,360
-4
-0.1% -$173 0.04% 328
2019
Q4
$496K Buy
7,364
+600
+9% +$40.4K 0.04% 299
2019
Q3
$453K Sell
6,764
-20
-0.3% -$1.34K 0.04% 307
2019
Q2
$403K Buy
6,784
+1,064
+19% +$63.2K 0.04% 317
2019
Q1
$289K Buy
+5,720
New +$289K 0.03% 364