Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Sell
24,389
-2,499
-9% -$233K 0.12% 73
2025
Q1
$1.96M Buy
26,888
+3,221
+14% +$235K 0.11% 71
2024
Q4
$1.43M Sell
23,667
-6,187
-21% -$373K 0.09% 81
2024
Q3
$2.24M Buy
29,854
+15
+0.1% +$1.13K 0.15% 61
2024
Q2
$2.17M Sell
29,839
-4,053
-12% -$295K 0.15% 61
2024
Q1
$2.61M Sell
33,892
-20
-0.1% -$1.54K 0.18% 57
2023
Q4
$2.09M Sell
33,912
-288
-0.8% -$17.7K 0.16% 61
2023
Q3
$1.57M Sell
34,200
-2,865
-8% -$132K 0.13% 65
2023
Q2
$1.6M Buy
37,065
+100
+0.3% +$4.32K 0.13% 68
2023
Q1
$1.17M Buy
36,965
+6,275
+20% +$199K 0.13% 71
2022
Q4
$759K Sell
30,690
-7,352
-19% -$182K 0.09% 91
2022
Q3
$1.01M Sell
38,042
-1,949
-5% -$51.6K 0.13% 75
2022
Q2
$818K Buy
39,991
+876
+2% +$17.9K 0.1% 86
2022
Q1
$1.4M Sell
39,115
-3,484
-8% -$124K 0.14% 71
2021
Q4
$1.79M Sell
42,599
-11,367
-21% -$477K 0.17% 62
2021
Q3
$2.42M Sell
53,966
-1,582
-3% -$70.9K 0.25% 47
2021
Q2
$2.78M Sell
55,548
-1,519
-3% -$76.1K 0.29% 46
2021
Q1
$3.11M Buy
57,067
+207
+0.4% +$11.3K 0.36% 41
2020
Q4
$2.9M Buy
56,860
+13,287
+30% +$677K 0.35% 40
2020
Q3
$1.59M Buy
43,573
+13,288
+44% +$485K 0.24% 51
2020
Q2
$941K Buy
30,285
+21,640
+250% +$672K 0.14% 63
2020
Q1
$241K Buy
+8,645
New +$241K 0.04% 113