Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Buy
27,427
+597
+2% +$54.8K 1.02% 29
2025
Q1
$2.36M Buy
26,830
+173
+0.6% +$15.2K 0.99% 28
2024
Q4
$2.47M Buy
26,657
+76
+0.3% +$7.03K 0.72% 45
2024
Q3
$2.47M Sell
26,581
-2,980
-10% -$276K 0.73% 46
2024
Q2
$2.22M Buy
29,561
+190
+0.6% +$14.2K 0.64% 53
2024
Q1
$2.53M Buy
29,371
+147
+0.5% +$12.7K 0.7% 48
2023
Q4
$2.02M Buy
29,224
+94
+0.3% +$6.5K 0.61% 50
2023
Q3
$1.59M Sell
29,130
-388
-1% -$21.2K 0.53% 55
2023
Q2
$1.65M Buy
29,518
+4
+0% +$223 0.51% 55
2023
Q1
$1.5M Buy
29,514
+184
+0.6% +$9.36K 0.47% 57
2022
Q4
$1.17M Buy
29,330
+185
+0.6% +$7.36K 0.39% 62
2022
Q3
$939K Buy
29,145
+251
+0.9% +$8.09K 0.34% 65
2022
Q2
$1.01M Sell
28,894
-446
-2% -$15.5K 0.36% 63
2022
Q1
$1.18M Sell
29,340
-300
-1% -$12K 0.38% 62
2021
Q4
$1.57M Buy
29,640
+143
+0.5% +$7.55K 0.5% 56
2021
Q3
$1.38M Buy
29,497
+100
+0.3% +$4.68K 0.53% 54
2021
Q2
$1.5M Sell
29,397
-2,373
-7% -$121K 0.55% 54
2021
Q1
$1.49M Buy
31,770
+101
+0.3% +$4.75K 0.59% 53
2020
Q4
$1.35M Buy
31,669
+117
+0.4% +$4.98K 0.58% 50
2020
Q3
$1.14M Buy
31,552
+124
+0.4% +$4.48K 0.53% 47
2020
Q2
$1.08M Buy
31,428
+267
+0.9% +$9.16K 0.54% 47
2020
Q1
$836K Buy
31,161
+171
+0.6% +$4.59K 0.5% 50
2019
Q4
$1.25M Buy
30,990
+114
+0.4% +$4.6K 0.61% 47
2019
Q3
$1.06M Sell
30,876
-65
-0.2% -$2.23K 0.5% 52
2019
Q2
$1.01M Buy
+30,941
New +$1.01M 0.49% 52