Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
31,614
+10,779
+52% +$440K 0.03% 392
2025
Q1
$941K Sell
20,835
-10,842
-34% -$490K 0.02% 436
2024
Q4
$1.38M Buy
31,677
+3,889
+14% +$169K 0.03% 416
2024
Q3
$1.26M Sell
27,788
-3,077
-10% -$140K 0.03% 403
2024
Q2
$1.27M Buy
30,865
+2,608
+9% +$107K 0.03% 376
2024
Q1
$1.06M Buy
28,257
+929
+3% +$34.8K 0.02% 413
2023
Q4
$1.05M Buy
27,328
+1,128
+4% +$43.2K 0.03% 410
2023
Q3
$935K Buy
26,200
+381
+1% +$13.6K 0.03% 394
2023
Q2
$1.11M Sell
25,819
-294
-1% -$12.6K 0.03% 367
2023
Q1
$1.07M Buy
26,113
+961
+4% +$39.5K 0.03% 347
2022
Q4
$974K Buy
25,152
+1,307
+5% +$50.6K 0.03% 366
2022
Q3
$995K Sell
23,845
-1,242
-5% -$51.8K 0.04% 342
2022
Q2
$1.16M Buy
25,087
+770
+3% +$35.5K 0.04% 337
2022
Q1
$1.4M Buy
24,317
+1,775
+8% +$102K 0.04% 351
2021
Q4
$1.35M Buy
22,542
+1,638
+8% +$98.2K 0.04% 342
2021
Q3
$1.11M Hold
20,904
0.04% 333
2021
Q2
$1.02M Sell
20,904
-341
-2% -$16.7K 0.03% 352
2021
Q1
$932K Buy
21,245
+267
+1% +$11.7K 0.03% 356
2020
Q4
$806K Buy
+20,978
New +$806K 0.03% 364