Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
3,682
+6
+0.2% +$2.32K 0.14% 78
2025
Q1
$1.41M Sell
3,676
-7
-0.2% -$2.69K 0.15% 81
2024
Q4
$1.64M Sell
3,683
-49
-1% -$21.8K 0.17% 76
2024
Q3
$1.93M Buy
3,732
+20
+0.5% +$10.4K 0.19% 72
2024
Q2
$2.06M Sell
3,712
-2,054
-36% -$1.14M 0.22% 66
2024
Q1
$2.91M Sell
5,766
-26
-0.4% -$13.1K 0.33% 53
2023
Q4
$3.46M Sell
5,792
-26
-0.4% -$15.5K 0.42% 42
2023
Q3
$2.97M Sell
5,818
-41
-0.7% -$20.9K 0.41% 43
2023
Q2
$2.86M Buy
5,859
+9
+0.2% +$4.4K 0.39% 51
2023
Q1
$2.25M Buy
5,850
+41
+0.7% +$15.8K 0.33% 58
2022
Q4
$1.96M Hold
5,809
0.28% 63
2022
Q3
$1.6M Sell
5,809
-39
-0.7% -$10.7K 0.26% 69
2022
Q2
$2.14M Hold
5,848
0.33% 56
2022
Q1
$2.66M Buy
+5,848
New +$2.66M 0.36% 56
2021
Q1
Sell
-7,677
Closed -$3.84M 218
2020
Q4
$3.84M Buy
7,677
+307
+4% +$154K 0.59% 28
2020
Q3
$3.61M Buy
+7,370
New +$3.61M 0.68% 22