Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
4,388
+23
+0.5% +$8.08K 0.01% 1216
2025
Q1
$1.38M Sell
4,365
-282
-6% -$89.3K 0.01% 1186
2024
Q4
$1.57M Buy
4,647
+675
+17% +$228K 0.01% 1134
2024
Q3
$1.27M Sell
3,972
-63
-2% -$20.1K 0.01% 1189
2024
Q2
$1.3M Buy
4,035
+179
+5% +$57.5K 0.01% 1179
2024
Q1
$1.34M Sell
3,856
-310
-7% -$108K 0.01% 1066
2023
Q4
$1.51M Sell
4,166
-148
-3% -$53.7K 0.01% 934
2023
Q3
$1.28M Buy
4,314
+330
+8% +$98.2K 0.01% 882
2023
Q2
$1.32M Sell
3,984
-66
-2% -$21.8K 0.01% 848
2023
Q1
$1.35M Sell
4,050
-1,892
-32% -$630K 0.01% 812
2022
Q4
$1.44M Buy
5,942
+1,344
+29% +$325K 0.01% 889
2022
Q3
$1.02M Sell
4,598
-420
-8% -$93.1K 0.01% 967
2022
Q2
$1.2M Buy
5,018
+363
+8% +$86.9K 0.01% 887
2022
Q1
$1.48M Sell
4,655
-1,226
-21% -$390K 0.02% 790
2021
Q4
$2.36M Buy
5,881
+222
+4% +$89K 0.02% 628
2021
Q3
$1.93M Buy
5,659
+278
+5% +$94.7K 0.02% 733
2021
Q2
$1.87M Buy
5,381
+435
+9% +$151K 0.02% 678
2021
Q1
$1.68M Buy
4,946
+2,104
+74% +$714K 0.02% 656
2020
Q4
$1.03M Buy
2,842
+2,810
+8,781% +$1.02M 0.01% 856
2020
Q3
$827K Buy
+32
New +$827K 0.02% 685