Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
9,691
+24
+0.2% +$4.46K 0.41% 64
2025
Q1
$2.03M Sell
9,667
-247
-2% -$51.8K 0.53% 52
2024
Q4
$1.76M Sell
9,914
-315
-3% -$56K 0.45% 57
2024
Q3
$2.02M Sell
10,229
-75
-0.7% -$14.8K 0.5% 52
2024
Q2
$1.77M Sell
10,304
-5
-0% -$858 0.43% 56
2024
Q1
$1.88M Sell
10,309
-37
-0.4% -$6.74K 0.42% 52
2023
Q4
$1.6M Sell
10,346
-154
-1% -$23.9K 0.43% 56
2023
Q3
$1.57M Sell
10,500
-780
-7% -$116K 0.45% 53
2023
Q2
$1.52M Sell
11,280
-720
-6% -$97K 0.42% 56
2023
Q1
$1.91M Sell
12,000
-2,890
-19% -$461K 0.55% 48
2022
Q4
$2.41M Sell
14,890
-1,600
-10% -$259K 0.72% 41
2022
Q3
$2.21M Buy
16,490
+569
+4% +$76.4K 0.84% 36
2022
Q2
$2.43M Sell
15,921
-154
-1% -$23.5K 0.86% 32
2022
Q1
$2.6M Buy
16,075
+151
+0.9% +$24.4K 0.77% 38
2021
Q4
$2.16M Sell
15,924
-2,297
-13% -$311K 0.65% 43
2021
Q3
$1.97M Buy
18,221
+146
+0.8% +$15.8K 0.67% 43
2021
Q2
$2.03M Sell
18,075
-412
-2% -$46.3K 0.72% 42
2021
Q1
$2M Buy
18,487
+957
+5% +$104K 0.72% 40
2020
Q4
$1.88M Buy
17,530
+5,214
+42% +$559K 0.72% 41
2020
Q3
$1.08M Buy
12,316
+1,641
+15% +$144K 0.45% 60
2020
Q2
$1.05M Buy
10,675
+1,106
+12% +$109K 0.47% 64
2020
Q1
$730K Buy
+9,569
New +$730K 0.38% 74