Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
2,771
+24
+0.9% +$11.4K 0.03% 363
2025
Q1
$1.01M Buy
2,747
+87
+3% +$31.9K 0.03% 315
2024
Q4
$1.07M Buy
2,660
+43
+2% +$17.4K 0.03% 303
2024
Q3
$1.32M Sell
2,617
-19
-0.7% -$9.59K 0.04% 264
2024
Q2
$1.13M Sell
2,636
-42
-2% -$18.1K 0.04% 278
2024
Q1
$1.01M Sell
2,678
-284
-10% -$108K 0.04% 311
2023
Q4
$959K Sell
2,962
-60
-2% -$19.4K 0.04% 320
2023
Q3
$949K Sell
3,022
-173
-5% -$54.3K 0.04% 313
2023
Q2
$1.09M Buy
+3,195
New +$1.09M 0.04% 292
2021
Q1
Sell
-952
Closed -$237K 784
2020
Q4
$237K Sell
952
-75
-7% -$18.7K 0.01% 712
2020
Q3
$219K Sell
1,027
-5
-0.5% -$1.07K 0.01% 693
2020
Q2
$224K Sell
1,032
-945
-48% -$205K 0.01% 685
2020
Q1
$417K Buy
1,977
+942
+91% +$199K 0.02% 550
2019
Q4
$259K Sell
1,035
-134
-11% -$33.5K 0.01% 721
2019
Q3
$270K Buy
+1,169
New +$270K 0.01% 715
2014
Q2
Sell
-6,600
Closed -$487K 493
2014
Q1
$487K Hold
6,600
0.02% 382
2013
Q4
$483K Buy
+6,600
New +$483K 0.02% 378