Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Hold
21,255
0.28% 68
2025
Q1
$718K Sell
21,255
-164
-0.8% -$5.54K 0.35% 62
2024
Q4
$633K Hold
21,419
0.27% 73
2024
Q3
$672K Hold
21,419
0.29% 69
2024
Q2
$773K Sell
21,419
-200
-0.9% -$7.22K 0.36% 58
2024
Q1
$815K Hold
21,619
0.4% 59
2023
Q4
$765K Hold
21,619
0.41% 62
2023
Q3
$837K Sell
21,619
-121
-0.6% -$4.69K 0.5% 56
2023
Q2
$767K Hold
21,740
0.47% 56
2023
Q1
$825K Buy
21,740
+164
+0.8% +$6.22K 0.53% 52
2022
Q4
$754K Hold
21,576
0.55% 48
2022
Q3
$616K Hold
21,576
0.45% 54
2022
Q2
$612K Hold
21,576
0.41% 61
2022
Q1
$634K Buy
21,576
+2,600
+14% +$76.4K 0.33% 70
2021
Q4
$505K Sell
18,976
-2,545
-12% -$67.7K 0.23% 85
2021
Q3
$588K Sell
21,521
-500
-2% -$13.7K 0.29% 74
2021
Q2
$582K Hold
22,021
0.29% 67
2021
Q1
$536K Sell
22,021
-50
-0.2% -$1.22K 0.29% 68
2020
Q4
$453K Hold
22,071
0.28% 69
2020
Q3
$385K Hold
22,071
0.26% 72
2020
Q2
$515K Hold
22,071
0.36% 64
2020
Q1
$538K Hold
22,071
0.48% 55
2019
Q4
$833K Sell
22,071
-225
-1% -$8.49K 0.55% 52
2019
Q3
$847K Buy
+22,296
New +$847K 0.56% 49