Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.32M Buy
3,449
+113
+3% +$43.3K 0.12% 103
2024
Q4
$1.48M Sell
3,336
-242
-7% -$108K 0.13% 95
2024
Q3
$1.85M Buy
3,578
+71
+2% +$36.8K 0.16% 86
2024
Q2
$1.95M Buy
3,507
+50
+1% +$27.8K 0.18% 79
2024
Q1
$1.74M Sell
3,457
-38
-1% -$19.2K 0.16% 86
2023
Q4
$2.09M Buy
3,495
+230
+7% +$137K 0.21% 64
2023
Q3
$1.66M Sell
3,265
-527
-14% -$269K 0.19% 78
2023
Q2
$1.85M Buy
3,792
+786
+26% +$384K 0.2% 77
2023
Q1
$1.16M Buy
3,006
+85
+3% +$32.8K 0.14% 100
2022
Q4
$983K Buy
2,921
+228
+8% +$76.7K 0.12% 119
2022
Q3
$741K Sell
2,693
-321
-11% -$88.3K 0.13% 101
2022
Q2
$1.1M Buy
3,014
+510
+20% +$187K 0.18% 77
2022
Q1
$1.14M Sell
2,504
-173
-6% -$78.8K 0.18% 80
2021
Q4
$1.52M Buy
2,677
+1,279
+91% +$725K 0.23% 57
2021
Q3
$805K Sell
1,398
-7
-0.5% -$4.03K 0.21% 41
2021
Q2
$823K Buy
1,405
+201
+17% +$118K 0.18% 46
2021
Q1
$572K Sell
1,204
-180
-13% -$85.5K 0.13% 62
2020
Q4
$692K Sell
1,384
-3
-0.2% -$1.5K 0.17% 48
2020
Q3
$680K Sell
1,387
-38
-3% -$18.6K 0.19% 45
2020
Q2
$620K Buy
1,425
+71
+5% +$30.9K 0.18% 44
2020
Q1
$431K Sell
1,354
-208
-13% -$66.2K 0.16% 49
2019
Q4
$515K Buy
1,562
+37
+2% +$12.2K 0.18% 54
2019
Q3
$421K Sell
1,525
-47
-3% -$13K 0.16% 61
2019
Q2
$463K Buy
1,572
+18
+1% +$5.3K 0.18% 57
2019
Q1
$414K Sell
1,554
-126
-8% -$33.6K 0.16% 62
2018
Q4
$380K Buy
+1,680
New +$380K 0.19% 57