Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
15,440
-281
-2% -$24.8K 0.05% 196
2025
Q1
$1.49M Sell
15,721
-67
-0.4% -$6.36K 0.05% 178
2024
Q4
$1.34M Sell
15,788
-1,127
-7% -$95.7K 0.05% 184
2024
Q3
$1.69M Sell
16,915
-291
-2% -$29.1K 0.07% 167
2024
Q2
$1.53M Sell
17,206
-381
-2% -$33.9K 0.07% 170
2024
Q1
$1.47M Sell
17,587
-130
-0.7% -$10.8K 0.06% 177
2023
Q4
$1.38M Sell
17,717
-1,095
-6% -$85.5K 0.06% 176
2023
Q3
$1.45M Sell
18,812
-1,267
-6% -$97.7K 0.07% 170
2023
Q2
$1.65M Sell
20,079
-1,050
-5% -$86.2K 0.08% 158
2023
Q1
$1.49M Sell
21,129
-2,002
-9% -$141K 0.08% 163
2022
Q4
$1.59M Sell
23,131
-3,093
-12% -$212K 0.09% 152
2022
Q3
$1.53M Sell
26,224
-71
-0.3% -$4.13K 0.09% 154
2022
Q2
$1.84M Sell
26,295
-304
-1% -$21.2K 0.1% 146
2022
Q1
$2.11M Sell
26,599
-674
-2% -$53.5K 0.09% 150
2021
Q4
$2.38M Sell
27,273
-856
-3% -$74.6K 0.11% 147
2021
Q3
$2.26M Sell
28,129
-1,885
-6% -$152K 0.1% 146
2021
Q2
$2.11M Sell
30,014
-2,780
-8% -$195K 0.09% 158
2021
Q1
$2.3M Sell
32,794
-1,687
-5% -$118K 0.11% 146
2020
Q4
$2.28M Sell
34,481
-3,008
-8% -$198K 0.11% 139
2020
Q3
$2.14M Sell
37,489
-2,073
-5% -$118K 0.15% 116
2020
Q2
$2.27M Sell
39,562
-1,514
-4% -$86.8K 0.13% 121
2020
Q1
$2.09M Sell
41,076
-1,107
-3% -$56.2K 0.14% 119
2019
Q4
$2.39M Buy
42,183
+283
+0.7% +$16K 0.13% 124
2019
Q3
$2.44M Sell
41,900
-889
-2% -$51.8K 0.12% 135
2019
Q2
$2.66M Buy
+42,789
New +$2.66M 0.13% 131