Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
17,004
-272
-2% -$22.1K 0.05% 277
2025
Q1
$1.04M Sell
17,276
-235
-1% -$14.2K 0.04% 304
2024
Q4
$1.49M Sell
17,511
-83
-0.5% -$7.04K 0.05% 259
2024
Q3
$1.08M Sell
17,594
-2,457
-12% -$151K 0.04% 309
2024
Q2
$966K Buy
20,051
+147
+0.7% +$7.08K 0.04% 323
2024
Q1
$984K Sell
19,904
-1,875
-9% -$92.7K 0.04% 334
2023
Q4
$980K Buy
21,779
+47
+0.2% +$2.12K 0.04% 335
2023
Q3
$1.03M Sell
21,732
-9,918
-31% -$469K 0.05% 307
2023
Q2
$1.34M Buy
31,650
+710
+2% +$30.2K 0.06% 286
2023
Q1
$1.62M Buy
30,940
+5,832
+23% +$306K 0.08% 248
2022
Q4
$1.28M Sell
25,108
-2,900
-10% -$148K 0.06% 269
2022
Q3
$1.13M Sell
28,008
-2,367
-8% -$95.7K 0.06% 277
2022
Q2
$1.39M Sell
30,375
-2,636
-8% -$120K 0.07% 255
2022
Q1
$2M Sell
33,011
-8,967
-21% -$544K 0.09% 233
2021
Q4
$3.23M Sell
41,978
-14,773
-26% -$1.14M 0.14% 176
2021
Q3
$2.91M Buy
56,751
+19,607
+53% +$1.01M 0.14% 180
2021
Q2
$2.11M Buy
37,144
+1,573
+4% +$89.5K 0.1% 227
2021
Q1
$1.95M Sell
35,571
-1,021
-3% -$55.9K 0.1% 225
2020
Q4
$1.93M Sell
36,592
-33,576
-48% -$1.77M 0.11% 220
2020
Q3
$2.79M Buy
70,168
+15,794
+29% +$627K 0.17% 164
2020
Q2
$2.95M Buy
+54,374
New +$2.95M 0.19% 152