Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
25,049
+594
+2% +$44.1K 0.12% 199
2025
Q1
$1.6M Buy
24,455
+1,247
+5% +$81.4K 0.1% 222
2024
Q4
$1.98M Buy
23,208
+3,226
+16% +$275K 0.13% 184
2024
Q3
$1.56M Sell
19,982
-2,302
-10% -$180K 0.1% 221
2024
Q2
$1.29M Sell
22,284
-1,545
-6% -$89.7K 0.15% 177
2024
Q1
$1.6M Sell
23,829
-20,378
-46% -$1.37M 0.16% 152
2023
Q4
$2.71M Sell
44,207
-6,278
-12% -$386K 0.31% 92
2023
Q3
$2.95M Buy
50,485
+704
+1% +$41.2K 0.34% 70
2023
Q2
$3.32M Buy
49,781
+35,073
+238% +$2.34M 0.4% 51
2023
Q1
$1.12M Buy
14,708
+934
+7% +$70.9K 0.15% 144
2022
Q4
$981K Sell
13,774
-267
-2% -$19K 0.13% 158
2022
Q3
$1.21M Buy
14,041
+926
+7% +$79.7K 0.16% 128
2022
Q2
$916K Buy
13,115
+1,889
+17% +$132K 0.12% 169
2022
Q1
$1.3M Sell
11,226
-2,867
-20% -$331K 0.15% 138
2021
Q4
$2.66M Buy
14,093
+1,819
+15% +$343K 0.28% 82
2021
Q3
$3.19M Buy
12,274
+703
+6% +$183K 0.35% 63
2021
Q2
$3.37M Buy
11,571
+1,881
+19% +$548K 0.38% 60
2021
Q1
$2.35M Sell
9,690
-1,053
-10% -$256K 0.3% 69
2020
Q4
$2.52M Buy
10,743
+878
+9% +$206K 0.35% 64
2020
Q3
$1.94M Buy
9,865
+983
+11% +$194K 0.33% 70
2020
Q2
$1.55M Buy
8,882
+1,291
+17% +$225K 0.29% 83
2020
Q1
$727K Sell
7,591
-97
-1% -$9.29K 0.18% 125
2019
Q4
$831K Buy
7,688
+150
+2% +$16.2K 0.16% 151
2019
Q3
$781K Buy
7,538
+46
+0.6% +$4.77K 0.15% 148
2019
Q2
$858K Sell
7,492
-3,950
-35% -$452K 0.18% 123
2019
Q1
$1.19M Buy
11,442
+3,827
+50% +$397K 0.25% 95
2018
Q4
$640K Sell
7,615
-7
-0.1% -$588 0.16% 141
2018
Q3
$669K Sell
7,622
-989
-11% -$86.8K 0.14% 177
2018
Q2
$717K Sell
8,611
-1,901
-18% -$158K 0.15% 163
2018
Q1
$797K Buy
+10,512
New +$797K 0.14% 168