Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Sell
4,329
-347
-7% -$163K 0.07% 320
2025
Q1
$2.18M Sell
4,676
-283
-6% -$132K 0.08% 258
2024
Q4
$2.08M Buy
4,959
+1,842
+59% +$771K 0.08% 272
2024
Q3
$1.49M Sell
3,117
-190
-6% -$90.6K 0.06% 305
2024
Q2
$1.45M Buy
3,307
+145
+5% +$63.6K 0.07% 286
2024
Q1
$1.47M Sell
3,162
-1,029
-25% -$478K 0.08% 267
2023
Q4
$1.72M Sell
4,191
-2,034
-33% -$835K 0.1% 229
2023
Q3
$2.32M Sell
6,225
-672
-10% -$250K 0.18% 138
2023
Q2
$2.63M Sell
6,897
-290
-4% -$111K 0.24% 98
2023
Q1
$2.55M Sell
7,187
-317
-4% -$113K 0.16% 157
2022
Q4
$2.45M Sell
7,504
-1,608
-18% -$524K 0.24% 103
2022
Q3
$2.46K Buy
9,112
+5,026
+123% +$1.36K 0.1% 126
2022
Q2
$1.18M Sell
4,086
-2,209
-35% -$635K 0.16% 145
2022
Q1
$1.02M Sell
6,295
-60
-0.9% -$9.72K 0.11% 206
2021
Q4
$1.13M Buy
6,355
+751
+13% +$133K 0.12% 210
2021
Q3
$799K Buy
5,604
+21
+0.4% +$2.99K 0.1% 243
2021
Q2
$717K Sell
5,583
-485
-8% -$62.3K 0.1% 253
2021
Q1
$831K Buy
6,068
+399
+7% +$54.6K 0.14% 185
2020
Q4
$677K Buy
5,669
+233
+4% +$27.8K 0.14% 198
2020
Q3
$556K Sell
5,436
-98
-2% -$10K 0.13% 208
2020
Q2
$517K Buy
5,534
+3,167
+134% +$296K 0.13% 208
2020
Q1
$409K Sell
2,367
-1,211
-34% -$209K 0.14% 218
2019
Q4
$761K Buy
3,578
+1,742
+95% +$371K 0.2% 136
2019
Q3
$356K Buy
1,836
+142
+8% +$27.5K 0.1% 266
2019
Q2
$340K Buy
1,694
+128
+8% +$25.7K 0.11% 254
2019
Q1
$275K Buy
+1,566
New +$275K 0.09% 299