Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
47,705
+809
+2% +$31.1K 0.06% 222
2025
Q1
$1.82M Buy
46,896
+1,028
+2% +$39.8K 0.07% 225
2024
Q4
$1.55M Sell
45,868
-3,070
-6% -$104K 0.06% 243
2024
Q3
$2M Buy
48,938
+321
+0.7% +$13.1K 0.07% 213
2024
Q2
$1.87M Sell
48,617
-2,262
-4% -$87.1K 0.07% 210
2024
Q1
$2.18M Sell
50,879
-2,109
-4% -$90.4K 0.08% 201
2023
Q4
$1.96M Buy
52,988
+491
+0.9% +$18.2K 0.08% 194
2023
Q3
$1.9M Sell
52,497
-3,589
-6% -$130K 0.09% 179
2023
Q2
$2M Buy
56,086
+16,931
+43% +$603K 0.09% 182
2023
Q1
$1.39M Sell
39,155
-4,191
-10% -$149K 0.07% 196
2022
Q4
$1.52M Sell
43,346
-1,797
-4% -$63.1K 0.08% 190
2022
Q3
$1.33M Sell
45,143
-1,719
-4% -$50.6K 0.08% 189
2022
Q2
$2.55M Buy
46,862
+662
+1% +$36K 0.14% 154
2022
Q1
$2.52M Buy
46,200
+2,422
+6% +$132K 0.13% 168
2021
Q4
$2.41M Buy
43,778
+2,112
+5% +$116K 0.12% 175
2021
Q3
$1.99M Buy
41,666
+1,585
+4% +$75.7K 0.09% 150
2021
Q2
$2M Buy
40,081
+4,071
+11% +$203K 0.11% 176
2021
Q1
$1.61M Sell
36,010
-3,160
-8% -$141K 0.1% 185
2020
Q4
$1.8M Sell
39,170
-40,893
-51% -$1.88M 0.12% 159
2020
Q3
$3.77M Buy
80,063
+39,281
+96% +$1.85M 0.2% 133
2020
Q2
$2.08M Buy
+40,782
New +$2.08M 0.18% 138