Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
3,108
+208
+7% +$48.1K 0.03% 352
2025
Q1
$634K Buy
2,900
+81
+3% +$17.7K 0.03% 358
2024
Q4
$578K Sell
2,819
-362
-11% -$74.2K 0.02% 385
2024
Q3
$530K Buy
3,181
+59
+2% +$9.83K 0.02% 395
2024
Q2
$447K Buy
3,122
+59
+2% +$8.44K 0.02% 414
2024
Q1
$610K Buy
3,063
+85
+3% +$16.9K 0.03% 352
2023
Q4
$616K Sell
2,978
-693
-19% -$143K 0.03% 336
2023
Q3
$952K Sell
3,671
-200
-5% -$51.9K 0.05% 248
2023
Q2
$1.24M Buy
3,871
+31
+0.8% +$9.96K 0.06% 217
2023
Q1
$1.17M Sell
3,840
-40
-1% -$12.2K 0.06% 225
2022
Q4
$1.2M Sell
3,880
-18
-0.5% -$5.59K 0.07% 211
2022
Q3
$1.29M Buy
3,898
+76
+2% +$25.1K 0.08% 190
2022
Q2
$1.07M Sell
3,822
-42
-1% -$11.8K 0.06% 209
2022
Q1
$1.34M Buy
3,864
+537
+16% +$186K 0.06% 202
2021
Q4
$1.38M Buy
3,327
+396
+14% +$164K 0.06% 209
2021
Q3
$1.45M Buy
2,931
+34
+1% +$16.9K 0.07% 192
2021
Q2
$1.05M Sell
2,897
-37
-1% -$13.4K 0.05% 222
2021
Q1
$1.09M Buy
2,934
+119
+4% +$44K 0.05% 211
2020
Q4
$1.27M Buy
2,815
+65
+2% +$29.4K 0.07% 186
2020
Q3
$856K Buy
2,750
+754
+38% +$235K 0.05% 206
2020
Q2
$619K Buy
1,996
+202
+11% +$62.6K 0.04% 241
2020
Q1
$362K Buy
1,794
+2
+0.1% +$404 0.03% 271
2019
Q4
$475K Buy
1,792
+412
+30% +$109K 0.03% 266
2019
Q3
$289K Buy
1,380
+211
+18% +$44.2K 0.02% 329
2019
Q2
$266K Buy
1,169
+12
+1% +$2.73K 0.02% 349
2019
Q1
$219K Buy
+1,157
New +$219K 0.02% 385