Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Buy
13,305
+448
+3% +$84.7K 0.12% 152
2025
Q1
$3.01M Sell
12,857
-17
-0.1% -$3.99K 0.14% 149
2024
Q4
$5.07M Sell
12,874
-254
-2% -$100K 0.21% 111
2024
Q3
$4.39M Sell
13,128
-112
-0.8% -$37.5K 0.18% 123
2024
Q2
$3.24M Sell
13,240
-3,920
-23% -$958K 0.14% 147
2024
Q1
$5.98M Buy
17,160
+1,229
+8% +$428K 0.26% 108
2023
Q4
$4.64M Sell
15,931
-1,212
-7% -$353K 0.22% 120
2023
Q3
$4.53M Buy
17,143
+1,410
+9% +$373K 0.23% 113
2023
Q2
$5.19M Sell
15,733
-1,215
-7% -$400K 0.25% 110
2023
Q1
$4.13M Buy
16,948
+1,679
+11% +$409K 0.2% 123
2022
Q4
$4.08M Sell
15,269
-1,881
-11% -$503K 0.21% 119
2022
Q3
$4.22M Buy
17,150
+1,248
+8% +$307K 0.25% 102
2022
Q2
$3.38M Sell
15,902
-561
-3% -$119K 0.19% 123
2022
Q1
$5.37M Buy
16,463
+642
+4% +$209K 0.26% 102
2021
Q4
$8.48M Sell
15,821
-514
-3% -$275K 0.37% 79
2021
Q3
$10.9M Sell
16,335
-376
-2% -$251K 0.51% 63
2021
Q2
$11.3M Buy
16,711
+546
+3% +$371K 0.53% 63
2021
Q1
$9.64M Buy
16,165
+482
+3% +$288K 0.48% 68
2020
Q4
$7.02M Buy
15,683
+3
+0% +$1.34K 0.35% 84
2020
Q3
$6M Buy
+15,680
New +$6M 0.33% 88