Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
2,354
+21
+0.9% +$16.5K 0.11% 82
2025
Q1
$1.43M Sell
2,333
-116
-5% -$71.2K 0.09% 98
2024
Q4
$1.54M Sell
2,449
-51
-2% -$32.1K 0.11% 88
2024
Q3
$1.56M Sell
2,500
-76
-3% -$47.3K 0.11% 89
2024
Q2
$1.69M Sell
2,576
-103
-4% -$67.7K 0.12% 79
2024
Q1
$1.74M Sell
2,679
-357
-12% -$232K 0.12% 80
2023
Q4
$1.9M Sell
3,036
-227
-7% -$142K 0.16% 74
2023
Q3
$1.67M Sell
3,263
-632
-16% -$323K 0.16% 75
2023
Q2
$1.78M Buy
3,895
+103
+3% +$47.2K 0.14% 81
2023
Q1
$1.69M Sell
3,792
-101
-3% -$45K 0.14% 79
2022
Q4
$1.52M Buy
3,893
+207
+6% +$80.6K 0.14% 91
2022
Q3
$1.43M Buy
3,686
+70
+2% +$27.1K 0.14% 88
2022
Q2
$1.39M Buy
3,616
+383
+12% +$148K 0.14% 98
2022
Q1
$2.08M Hold
3,233
0.16% 72
2021
Q4
$2.08M Buy
3,233
+123
+4% +$79.1K 0.16% 72
2021
Q3
$1.68M Buy
3,110
+101
+3% +$54.5K 0.15% 81
2021
Q2
$1.48M Buy
3,009
+38
+1% +$18.6K 0.13% 92
2021
Q1
$1.14M Buy
2,971
+326
+12% +$125K 0.11% 99
2020
Q4
$1.01M Buy
2,645
+470
+22% +$179K 0.11% 93
2020
Q3
$710K Buy
2,175
+64
+3% +$20.9K 0.09% 102
2020
Q2
$625K Buy
2,111
+343
+19% +$102K 0.09% 111
2020
Q1
$407K Buy
1,768
+141
+9% +$32.5K 0.08% 132
2019
Q4
$444K Sell
1,627
-167
-9% -$45.6K 0.07% 146
2019
Q3
$477K Buy
1,794
+325
+22% +$86.4K 0.09% 123
2019
Q2
$384K Buy
1,469
+313
+27% +$81.8K 0.08% 132
2019
Q1
$302K Buy
+1,156
New +$302K 0.07% 141