Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Sell
64,421
-3,115
-5% -$75.5K 0.31% 60
2025
Q1
$1.71M Sell
67,536
-1,485
-2% -$37.6K 0.37% 54
2024
Q4
$1.83M Sell
69,021
-2,997
-4% -$79.5K 0.42% 49
2024
Q3
$2.08M Sell
72,018
-477
-0.7% -$13.8K 0.46% 46
2024
Q2
$2.03M Sell
72,495
-711
-1% -$19.9K 0.49% 44
2024
Q1
$2.03M Buy
73,206
+114
+0.2% +$3.16K 0.52% 40
2023
Q4
$2.1M Sell
73,092
-3,512
-5% -$101K 0.58% 35
2023
Q3
$2.54M Sell
76,604
-1,426
-2% -$47.3K 0.86% 26
2023
Q2
$2.86M Sell
78,030
-469
-0.6% -$17.2K 0.95% 21
2023
Q1
$3.2M Buy
78,499
+2,369
+3% +$96.7K 1.17% 18
2022
Q4
$3.33M Hold
76,130
1.57% 14
2022
Q3
$3.33M Buy
76,130
+34,759
+84% +$1.52M 1.57% 14
2022
Q2
$2.16M Buy
41,371
+741
+2% +$38.8K 1.17% 14
2022
Q1
$2.1M Buy
40,630
+5,589
+16% +$289K 1.05% 18
2021
Q4
$2.07M Buy
35,041
+80
+0.2% +$4.72K 1.04% 21
2021
Q3
$1.5M Buy
34,961
+1,800
+5% +$77.4K 0.85% 25
2021
Q2
$1.42M Sell
33,161
-4,331
-12% -$185K 0.79% 25
2021
Q1
$1.36M Buy
37,492
+4,915
+15% +$178K 0.9% 22
2020
Q4
$1.2M Sell
32,577
-6,631
-17% -$244K 0.89% 24
2020
Q3
$1.37M Buy
39,208
+4,707
+14% +$164K 1.4% 19
2020
Q2
$1.07M Sell
34,501
-5,930
-15% -$184K 1.22% 22
2020
Q1
$1.25M Sell
40,431
-1,746
-4% -$54.1K 1.29% 16
2019
Q4
$1.57M Buy
+42,177
New +$1.57M 1.47% 14