Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
3,388
-70
-2% -$32.8K 0.52% 54
2025
Q1
$1.61M Sell
3,458
-242
-7% -$113K 0.57% 55
2024
Q4
$1.55M Sell
3,700
-18
-0.5% -$7.54K 0.54% 53
2024
Q3
$1.77M Sell
3,718
-132
-3% -$62.9K 0.63% 48
2024
Q2
$1.69M Sell
3,850
-123
-3% -$54K 0.63% 47
2024
Q1
$1.84M Sell
3,973
-148
-4% -$68.7K 0.72% 44
2023
Q4
$1.69M Hold
4,121
0.72% 44
2023
Q3
$1.53M Sell
4,121
-85
-2% -$31.6K 0.72% 43
2023
Q2
$1.6M Sell
4,206
-35
-0.8% -$13.3K 0.89% 34
2023
Q1
$1.51M Buy
4,241
+34
+0.8% +$12.1K 0.9% 33
2022
Q4
$1.37M Buy
4,207
+5
+0.1% +$1.63K 0.88% 33
2022
Q3
$1.13M Buy
4,202
+29
+0.7% +$7.81K 0.76% 39
2022
Q2
$1.2M Buy
4,173
+119
+3% +$34.2K 0.77% 39
2022
Q1
$1.3M Buy
4,054
+107
+3% +$34.2K 0.78% 41
2021
Q4
$1.37M Buy
3,947
+83
+2% +$28.7K 0.79% 39
2021
Q3
$1.13M Sell
3,864
-230
-6% -$67.5K 0.75% 43
2021
Q2
$1.18M Buy
4,094
+79
+2% +$22.8K 0.76% 42
2021
Q1
$1.13M Buy
4,015
+140
+4% +$39.2K 0.81% 42
2020
Q4
$1.02M Sell
3,875
-40
-1% -$10.5K 0.76% 45
2020
Q3
$932K Sell
3,915
-15
-0.4% -$3.57K 0.72% 46
2020
Q2
$834K Buy
+3,930
New +$834K 0.71% 48
2019
Q4
$770K Buy
3,615
+105
+3% +$22.4K 0.64% 54
2019
Q3
$680K Buy
3,510
+135
+4% +$26.2K 0.61% 58
2019
Q2
$678K Sell
3,375
-25
-0.7% -$5.02K 0.62% 53
2019
Q1
$598K Buy
+3,400
New +$598K 0.56% 57