Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
27,932
-399
-1% -$21.7K 0.02% 222
2025
Q1
$1.43M Sell
28,331
-51
-0.2% -$2.57K 0.02% 211
2024
Q4
$1.29M Buy
28,382
+114
+0.4% +$5.18K 0.02% 208
2024
Q3
$1.34M Sell
28,268
-121
-0.4% -$5.74K 0.02% 208
2024
Q2
$1.23M Buy
28,389
+129
+0.5% +$5.58K 0.02% 236
2024
Q1
$1.12M Buy
28,260
+20
+0.1% +$793 0.02% 208
2023
Q4
$1.12M Buy
28,240
+230
+0.8% +$9.12K 0.02% 215
2023
Q3
$944K Sell
28,010
-2
-0% -$67 0.02% 220
2023
Q2
$936K Buy
28,012
+3,778
+16% +$126K 0.01% 239
2023
Q1
$786K Hold
24,234
0.01% 250
2022
Q4
$672K Sell
24,234
-1
-0% -$28 0.01% 273
2022
Q3
$589K Buy
+24,235
New +$589K 0.01% 261
2022
Q2
Sell
-24,247
Closed -$754K 458
2022
Q1
$754K Sell
24,247
-8
-0% -$249 0.01% 209
2021
Q4
$791K Buy
+24,255
New +$791K 0.02% 170
2020
Q3
Sell
-9,398
Closed -$221K 249
2020
Q2
$221K Sell
9,398
-165
-2% -$3.88K 0.01% 192
2020
Q1
$205K Sell
9,563
-616
-6% -$13.2K 0.01% 132
2019
Q4
$257K Buy
+10,179
New +$257K 0.02% 144