Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
17,166
+376
+2% +$48.7K 0.53% 50
2025
Q1
$2.01M Sell
16,790
-137
-0.8% -$16.4K 0.52% 55
2024
Q4
$1.96M Buy
16,927
+992
+6% +$115K 0.5% 57
2024
Q3
$2.15M Buy
15,935
+59
+0.4% +$7.97K 0.54% 51
2024
Q2
$2.15M Buy
15,876
+130
+0.8% +$17.6K 0.58% 45
2024
Q1
$2.03M Sell
15,746
-196
-1% -$25.3K 0.56% 48
2023
Q4
$1.82M Sell
15,942
-748
-4% -$85.5K 0.54% 50
2023
Q3
$1.52M Sell
16,690
-35
-0.2% -$3.19K 0.49% 58
2023
Q2
$1.88M Sell
16,725
-1,894
-10% -$213K 0.58% 47
2023
Q1
$1.95M Buy
18,619
+2,845
+18% +$298K 0.63% 44
2022
Q4
$1.74M Sell
15,774
-4,028
-20% -$445K 0.6% 45
2022
Q3
$1.73M Buy
19,802
+4,548
+30% +$397K 0.66% 41
2022
Q2
$1.19M Sell
15,254
-288
-2% -$22.5K 0.3% 98
2022
Q1
$1.33M Buy
+15,542
New +$1.33M 0.29% 104
2021
Q4
Sell
-14,527
Closed -$1.8M 731
2021
Q3
$1.8M Sell
14,527
-177
-1% -$21.9K 0.42% 67
2021
Q2
$1.76M Sell
14,704
-203
-1% -$24.4K 0.42% 68
2021
Q1
$1.57M Buy
14,907
+4
+0% +$421 0.4% 72
2020
Q4
$1.52M Buy
+14,903
New +$1.52M 0.43% 71