Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
33,461
+4,033
+14% +$376K 0.1% 229
2025
Q1
$2.14M Buy
29,428
+8,318
+39% +$606K 0.08% 267
2024
Q4
$1.27M Sell
21,110
-549
-3% -$33.1K 0.05% 374
2024
Q3
$1.63M Sell
21,659
-3,317
-13% -$249K 0.07% 281
2024
Q2
$1.82M Sell
24,976
-9,585
-28% -$697K 0.09% 245
2024
Q1
$2.66M Buy
34,561
+1,643
+5% +$126K 0.14% 171
2023
Q4
$2.03M Buy
32,918
+203
+0.6% +$12.5K 0.12% 197
2023
Q3
$1.5M Buy
32,715
+8,983
+38% +$413K 0.12% 200
2023
Q2
$1.02M Buy
23,732
+12,074
+104% +$521K 0.09% 237
2023
Q1
$370K Buy
11,658
+437
+4% +$13.9K 0.02% 584
2022
Q4
$277K Sell
11,221
-2,483
-18% -$61.4K 0.03% 577
2022
Q3
$579 Buy
13,704
+964
+8% +$41 0.02% 356
2022
Q2
$261K Sell
12,740
-3,758
-23% -$77K 0.04% 502
2022
Q1
$589K Buy
16,498
+2,669
+19% +$95.3K 0.06% 329
2021
Q4
$580K Buy
13,829
+245
+2% +$10.3K 0.06% 336
2021
Q3
$595K Buy
13,584
+1,202
+10% +$52.6K 0.08% 297
2021
Q2
$621K Buy
12,382
+9
+0.1% +$451 0.09% 284
2021
Q1
$674K Buy
12,373
+3,093
+33% +$168K 0.12% 222
2020
Q4
$473K Sell
9,280
-80
-0.9% -$4.08K 0.1% 275
2020
Q3
$341K Buy
9,360
+1,637
+21% +$59.6K 0.08% 318
2020
Q2
$240K Buy
+7,723
New +$240K 0.06% 374