Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
15,658
+154
+1% +$20.8K 0.63% 54
2025
Q1
$1.99M Sell
15,504
-445
-3% -$57K 0.63% 54
2024
Q4
$2.5M Sell
15,949
-10
-0.1% -$1.57K 0.78% 48
2024
Q3
$2.18M Buy
15,959
+350
+2% +$47.8K 0.67% 51
2024
Q2
$1.61M Buy
15,609
+342
+2% +$35.3K 0.52% 65
2024
Q1
$1.45M Buy
15,267
+307
+2% +$29.1K 0.47% 67
2023
Q4
$1.62M Buy
14,960
+47
+0.3% +$5.08K 0.56% 60
2023
Q3
$1.39M Buy
14,913
+492
+3% +$45.7K 0.52% 61
2023
Q2
$1.42M Sell
14,421
-284
-2% -$27.9K 0.53% 64
2023
Q1
$1.43M Buy
14,705
+305
+2% +$29.8K 0.54% 61
2022
Q4
$1.48M Buy
14,400
+249
+2% +$25.6K 0.6% 59
2022
Q3
$1.24M Buy
14,151
+98
+0.7% +$8.58K 0.53% 66
2022
Q2
$1.1M Buy
14,053
+698
+5% +$54.8K 0.43% 73
2022
Q1
$1.09M Buy
13,355
+222
+2% +$18.2K 0.38% 75
2021
Q4
$1.26M Sell
13,133
-1,553
-11% -$149K 0.43% 72
2021
Q3
$1.31M Buy
14,686
+126
+0.9% +$11.3K 0.4% 78
2021
Q2
$1.33M Buy
14,560
+36
+0.2% +$3.29K 0.38% 80
2021
Q1
$1.33M Buy
14,524
+230
+2% +$21.1K 0.39% 83
2020
Q4
$1.12M Buy
14,294
+254
+2% +$19.9K 0.36% 83
2020
Q3
$992K Buy
+14,040
New +$992K 0.34% 83