Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Buy
6,633
+89
+1% +$31.8K 0.48% 51
2025
Q1
$2.61M Buy
6,544
+56
+0.9% +$22.3K 0.55% 47
2024
Q4
$2.33M Sell
6,488
-80
-1% -$28.7K 0.5% 49
2024
Q3
$2.27M Hold
6,568
0.48% 48
2024
Q2
$1.93M Buy
6,568
+127
+2% +$37.3K 0.44% 50
2024
Q1
$2.15M Sell
6,441
-110
-2% -$36.7K 0.48% 50
2023
Q4
$1.91M Buy
6,551
+295
+5% +$85.9K 0.47% 52
2023
Q3
$2.03M Sell
6,256
-137
-2% -$44.4K 0.55% 43
2023
Q2
$2.21M Sell
6,393
-9
-0.1% -$3.11K 0.58% 44
2023
Q1
$2.02M Sell
6,402
-49
-0.8% -$15.4K 0.56% 48
2022
Q4
$1.94M Sell
6,451
-9
-0.1% -$2.7K 0.54% 50
2022
Q3
$1.73M Buy
6,460
+7
+0.1% +$1.88K 0.53% 49
2022
Q2
$1.74M Buy
6,453
+4
+0.1% +$1.08K 0.5% 51
2022
Q1
$2.1M Buy
6,449
+208
+3% +$67.7K 0.52% 50
2021
Q4
$1.88M Sell
6,241
-93
-1% -$28K 0.47% 51
2021
Q3
$1.81M Buy
6,334
+17
+0.3% +$4.86K 0.49% 52
2021
Q2
$1.51M Buy
6,317
+430
+7% +$103K 0.41% 55
2021
Q1
$1.36M Buy
5,887
+455
+8% +$105K 0.43% 50
2020
Q4
$1.15M Buy
+5,432
New +$1.15M 0.39% 55