Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
6,534
-416
-6% -$94.2K 0.16% 79
2025
Q1
$1.15M Sell
6,950
-460
-6% -$76.4K 0.14% 91
2024
Q4
$1.46M Sell
7,410
-1,988
-21% -$393K 0.18% 80
2024
Q3
$1.63M Buy
9,398
+309
+3% +$53.7K 0.21% 75
2024
Q2
$1.58M Buy
9,089
+211
+2% +$36.7K 0.23% 67
2024
Q1
$1.21M Sell
8,878
-484
-5% -$65.8K 0.2% 82
2023
Q4
$974K Sell
9,362
-302
-3% -$31.4K 0.18% 85
2023
Q3
$840K Sell
9,664
-1,075
-10% -$93.4K 0.17% 82
2023
Q2
$1.08M Sell
10,739
-1,435
-12% -$145K 0.21% 79
2023
Q1
$1.13M Buy
12,174
+688
+6% +$64K 0.22% 80
2022
Q4
$856K Sell
11,486
-968
-8% -$72.1K 0.17% 88
2022
Q3
$854K Sell
12,454
-2,329
-16% -$160K 0.19% 84
2022
Q2
$1.21M Sell
14,783
-1,563
-10% -$128K 0.25% 75
2022
Q1
$1.7M Sell
16,346
-966
-6% -$101K 0.29% 62
2021
Q4
$2.08M Buy
17,312
+793
+5% +$95.4K 0.35% 63
2021
Q3
$1.84M Sell
16,519
-708
-4% -$79K 0.32% 63
2021
Q2
$2.07M Buy
17,227
+346
+2% +$41.6K 0.37% 58
2021
Q1
$2M Buy
16,881
+1,169
+7% +$138K 0.38% 57
2020
Q4
$1.71M Buy
15,712
+121
+0.8% +$13.2K 0.34% 58
2020
Q3
$1.26M Buy
15,591
+1,375
+10% +$111K 0.28% 61
2020
Q2
$807K Buy
14,216
+800
+6% +$45.4K 0.19% 74
2020
Q1
$641K Buy
13,416
+3,701
+38% +$177K 0.17% 76
2019
Q4
$564K Buy
9,715
+3,723
+62% +$216K 0.13% 98
2019
Q3
$279K Buy
+5,992
New +$279K 0.07% 138