Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
5,231
+46
+0.9% +$16.3K 0.6% 47
2025
Q1
$1.82M Sell
5,185
-103
-2% -$36.1K 0.64% 38
2024
Q4
$1.67M Buy
5,288
+42
+0.8% +$13.3K 0.57% 47
2024
Q3
$1.44M Buy
5,246
+26
+0.5% +$7.15K 0.5% 57
2024
Q2
$1.37M Sell
5,220
-161
-3% -$42.3K 0.49% 58
2024
Q1
$1.5M Buy
5,381
+334
+7% +$93.2K 0.55% 56
2023
Q4
$1.31M Buy
5,047
+1
+0% +$260 0.54% 53
2023
Q3
$1.16M Hold
5,046
0.53% 54
2023
Q2
$1.2M Sell
5,046
-474
-9% -$113K 0.53% 59
2023
Q1
$1.24M Sell
5,520
-25
-0.5% -$5.64K 0.57% 56
2022
Q4
$1.15M Buy
5,545
+8
+0.1% +$1.66K 0.57% 56
2022
Q3
$984K Sell
5,537
-123
-2% -$21.9K 0.5% 62
2022
Q2
$1.11M Sell
5,660
-116
-2% -$22.8K 0.53% 62
2022
Q1
$1.28M Buy
5,776
+135
+2% +$29.9K 0.52% 60
2021
Q4
$1.22M Buy
5,641
+321
+6% +$69.5K 0.47% 66
2021
Q3
$1.19M Buy
5,320
+65
+1% +$14.5K 0.52% 64
2021
Q2
$1.23M Hold
5,255
0.53% 61
2021
Q1
$1.11M Hold
5,255
0.53% 61
2020
Q4
$1.15M Buy
5,255
+23
+0.4% +$5.03K 0.59% 54
2020
Q3
$1.05M Buy
5,232
+246
+5% +$49.2K 0.62% 55
2020
Q2
$963K Buy
4,986
+1,953
+64% +$377K 0.61% 52
2020
Q1
$489K Buy
3,033
+236
+8% +$38K 0.38% 77
2019
Q4
$526K Buy
2,797
+230
+9% +$43.3K 0.33% 88
2019
Q3
$442K Hold
2,567
0.32% 91
2019
Q2
$446K Hold
2,567
0.31% 90
2019
Q1
$401K Buy
+2,567
New +$401K 0.28% 95