Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.97M Sell
9,409
-30
-0.3% -$6.29K 0.17% 65
2024
Q4
$1.68M Sell
9,439
-313
-3% -$55.6K 0.15% 73
2024
Q3
$1.93M Sell
9,752
-353
-3% -$69.7K 0.18% 61
2024
Q2
$1.73M Buy
10,105
+31
+0.3% +$5.32K 0.17% 61
2024
Q1
$1.83M Sell
10,074
-616
-6% -$112K 0.19% 57
2023
Q4
$1.66M Buy
10,690
+205
+2% +$31.8K 0.18% 62
2023
Q3
$1.56M Sell
10,485
-478
-4% -$71.2K 0.19% 63
2023
Q2
$1.48M Buy
10,963
+436
+4% +$58.7K 0.17% 64
2023
Q1
$1.68M Buy
10,527
+29
+0.3% +$4.62K 0.21% 54
2022
Q4
$1.7M Sell
10,498
-81
-0.8% -$13.1K 0.23% 51
2022
Q3
$1.42M Buy
10,579
+51
+0.5% +$6.85K 0.22% 58
2022
Q2
$1.61M Buy
10,528
+376
+4% +$57.6K 0.24% 51
2022
Q1
$1.65M Sell
10,152
-1,022
-9% -$166K 0.23% 60
2021
Q4
$1.51M Buy
11,174
+34
+0.3% +$4.6K 0.21% 68
2021
Q3
$1.2M Buy
11,140
+747
+7% +$80.6K 0.19% 78
2021
Q2
$1.17M Buy
10,393
+45
+0.4% +$5.07K 0.19% 75
2021
Q1
$1.12M Buy
10,348
+7,140
+223% +$773K 0.18% 74
2020
Q4
$344K Buy
3,208
+803
+33% +$86.1K 0.08% 91
2020
Q3
$211K Sell
2,405
-39
-2% -$3.42K 0.06% 107
2020
Q2
$240K Buy
+2,444
New +$240K 0.07% 96