Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.87M Buy
8,259
+28
+0.3% +$13.1K 0.02% 183
2025
Q1
$3.83M Sell
8,231
-1
-0% -$466 0.02% 182
2024
Q4
$3.45M Buy
8,232
+49
+0.6% +$20.5K 0.02% 186
2024
Q3
$3.9M Sell
8,183
-81
-1% -$38.6K 0.02% 190
2024
Q2
$3.63M Buy
8,264
+173
+2% +$75.9K 0.02% 189
2024
Q1
$3.76M Buy
8,091
+75
+0.9% +$34.8K 0.02% 181
2023
Q4
$3.29M Sell
8,016
-163
-2% -$66.9K 0.02% 181
2023
Q3
$3.05M Sell
8,179
-232
-3% -$86.4K 0.02% 182
2023
Q2
$3.21M Buy
8,411
+130
+2% +$49.5K 0.02% 184
2023
Q1
$2.94M Buy
8,281
+67
+0.8% +$23.8K 0.02% 185
2022
Q4
$2.68M Buy
8,214
+69
+0.8% +$22.5K 0.02% 187
2022
Q3
$2.2M Hold
8,145
0.01% 199
2022
Q2
$2.34M Buy
8,145
+110
+1% +$31.6K 0.02% 208
2022
Q1
$2.57M Hold
8,035
0.02% 205
2021
Q4
$2.78M Sell
8,035
-75
-0.9% -$26K 0.02% 208
2021
Q3
$2.38M Buy
8,110
+1,500
+23% +$440K 0.01% 218
2021
Q2
$1.91M Hold
6,610
0.01% 235
2021
Q1
$1.85M Hold
6,610
0.01% 236
2020
Q4
$1.74M Sell
6,610
-640
-9% -$169K 0.01% 239
2020
Q3
$1.73M Buy
7,250
+150
+2% +$35.7K 0.01% 233
2020
Q2
$1.51M Sell
7,100
-347
-5% -$73.6K 0.01% 238
2020
Q1
$1.29M Sell
7,447
-57
-0.8% -$9.86K 0.01% 236
2019
Q4
$1.6M Sell
7,504
-193
-3% -$41.1K 0.01% 251
2019
Q3
$1.49M Buy
7,697
+2,637
+52% +$511K 0.01% 248
2019
Q2
$1.02M Buy
+5,060
New +$1.02M 0.01% 273