Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
8,270
+842
+11% +$191K 0.02% 593
2025
Q1
$1.81M Sell
7,428
-545
-7% -$133K 0.02% 539
2024
Q4
$2.24M Buy
7,973
+498
+7% +$140K 0.02% 459
2024
Q3
$2.05M Buy
7,475
+1,104
+17% +$302K 0.02% 485
2024
Q2
$1.91M Buy
6,371
+996
+19% +$299K 0.02% 474
2024
Q1
$1.56M Sell
5,375
-724
-12% -$210K 0.02% 514
2023
Q4
$1.54M Buy
6,099
+754
+14% +$191K 0.02% 478
2023
Q3
$1.42M Buy
5,345
+711
+15% +$188K 0.02% 450
2023
Q2
$1.15M Buy
4,634
+429
+10% +$106K 0.02% 485
2023
Q1
$961K Sell
4,205
-194
-4% -$44.3K 0.02% 473
2022
Q4
$762K Sell
4,399
-526
-11% -$91.1K 0.01% 508
2022
Q3
$731K Buy
4,925
+350
+8% +$51.9K 0.01% 468
2022
Q2
$1.04M Sell
4,575
-3,848
-46% -$872K 0.02% 406
2022
Q1
$1.95M Sell
8,423
-128
-1% -$29.6K 0.03% 287
2021
Q4
$2.21M Buy
8,551
+155
+2% +$40.1K 0.03% 264
2021
Q3
$1.84M Sell
8,396
-628
-7% -$138K 0.03% 277
2021
Q2
$2.69M Sell
9,024
-128
-1% -$38.2K 0.05% 220
2021
Q1
$2.6M Sell
9,152
-413
-4% -$117K 0.06% 203
2020
Q4
$2.48M Sell
9,565
-365
-4% -$94.8K 0.06% 198
2020
Q3
$2.5M Sell
9,930
-500
-5% -$126K 0.06% 176
2020
Q2
$1.46M Buy
10,430
+626
+6% +$87.7K 0.04% 248
2020
Q1
$1.19M Sell
9,804
-101
-1% -$12.2K 0.04% 243
2019
Q4
$1.5M Buy
+9,905
New +$1.5M 0.04% 236