Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Sell
33,022
-3,082
-9% -$212K 0.01% 473
2025
Q1
$2.49M Buy
36,104
+363
+1% +$25K 0.02% 445
2024
Q4
$2.2M Buy
35,741
+139
+0.4% +$8.56K 0.01% 466
2024
Q3
$2.21M Sell
35,602
-2,181
-6% -$135K 0.01% 465
2024
Q2
$2M Buy
37,783
+1,727
+5% +$91.5K 0.01% 471
2024
Q1
$1.92M Buy
36,056
+3,197
+10% +$171K 0.01% 478
2023
Q4
$1.72M Sell
32,859
-1,737
-5% -$90.7K 0.01% 488
2023
Q3
$1.75M Sell
34,596
-630
-2% -$31.9K 0.01% 475
2023
Q2
$2.06M Sell
35,226
-1,114
-3% -$65.1K 0.02% 449
2023
Q1
$2.22M Buy
36,340
+1,067
+3% +$65.2K 0.02% 421
2022
Q4
$2.22M Buy
35,273
+813
+2% +$51.2K 0.02% 425
2022
Q3
$2.05M Sell
34,460
-2,942
-8% -$175K 0.02% 427
2022
Q2
$2.44M Buy
37,402
+1,437
+4% +$93.8K 0.02% 414
2022
Q1
$2.46M Sell
35,965
-1,501
-4% -$103K 0.02% 436
2021
Q4
$2.57M Buy
37,466
+493
+1% +$33.8K 0.02% 429
2021
Q3
$2.3M Sell
36,973
-1,674
-4% -$104K 0.02% 443
2021
Q2
$2.34M Sell
38,647
-73
-0.2% -$4.41K 0.02% 438
2021
Q1
$2.31M Sell
38,720
-441
-1% -$26.3K 0.02% 424
2020
Q4
$2.17M Buy
39,161
+16
+0% +$888 0.02% 422
2020
Q3
$1.99M Sell
39,145
-6,124
-14% -$311K 0.02% 403
2020
Q2
$2.68M Sell
45,269
-9,938
-18% -$589K 0.03% 361
2020
Q1
$3.04M Buy
55,207
+1,664
+3% +$91.6K 0.04% 288
2019
Q4
$3.49M Sell
53,543
-2,097
-4% -$136K 0.03% 312
2019
Q3
$3.7M Buy
55,640
+2,453
+5% +$163K 0.04% 277
2019
Q2
$3.2M Sell
53,187
-63
-0.1% -$3.79K 0.04% 252
2019
Q1
$3.09M Sell
53,250
-7,092
-12% -$412K 0.04% 246
2018
Q4
$3.43M Buy
60,342
+1,043
+2% +$59.2K 0.04% 217
2018
Q3
$3.26M Buy
59,299
+1,594
+3% +$87.6K 0.04% 234
2018
Q2
$3.24M Buy
+57,705
New +$3.24M 0.04% 229