Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
3,717
-248
-6% -$148K 0.64% 40
2025
Q1
$2.43M Sell
3,965
-28
-0.7% -$17.2K 0.56% 44
2024
Q4
$2.51M Buy
3,993
+261
+7% +$164K 0.58% 40
2024
Q3
$2.27M Buy
3,732
+44
+1% +$26.7K 0.53% 48
2024
Q2
$2.42M Buy
3,688
+57
+2% +$37.5K 0.61% 43
2024
Q1
$2.36M Sell
3,631
-76
-2% -$49.4K 0.63% 40
2023
Q4
$2.32M Sell
3,707
-265
-7% -$166K 0.68% 40
2023
Q3
$2.06M Buy
3,972
+246
+7% +$127K 0.92% 34
2023
Q2
$1.71M Buy
3,726
+14
+0.4% +$6.42K 0.73% 36
2023
Q1
$1.65M Sell
3,712
-59
-2% -$26.3K 0.84% 37
2022
Q4
$1.47M Buy
3,771
+212
+6% +$82.5K 0.83% 37
2022
Q3
$1.38M Buy
3,559
+354
+11% +$137K 0.93% 29
2022
Q2
$1.24M Buy
3,205
+25
+0.8% +$9.64K 0.7% 37
2022
Q1
$1.53M Buy
3,180
+630
+25% +$303K 0.74% 33
2021
Q4
$1.64M Sell
2,550
-279
-10% -$179K 0.73% 37
2021
Q3
$1.77M Sell
2,829
-140
-5% -$87.6K 0.84% 35
2021
Q2
$1.46M Sell
2,969
-336
-10% -$165K 0.77% 38
2021
Q1
$1.27M Buy
3,305
+3
+0.1% +$1.15K 0.74% 37
2020
Q4
$1.3M Buy
3,302
+1,229
+59% +$483K 0.77% 41
2020
Q3
$728K Buy
2,073
+1,084
+110% +$381K 0.46% 50
2020
Q2
$307K Buy
+989
New +$307K 0.21% 54