Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Sell
63,850
-583
-0.9% -$15K 0.04% 366
2025
Q1
$1.63M Buy
64,433
+8,387
+15% +$212K 0.05% 332
2024
Q4
$1.81M Sell
56,046
-3,626
-6% -$117K 0.05% 305
2024
Q3
$2.18M Sell
59,672
-2,724
-4% -$99.3K 0.06% 259
2024
Q2
$2.25M Buy
62,396
+32,531
+109% +$1.18M 0.07% 251
2024
Q1
$903K Sell
29,865
-2,489
-8% -$75.2K 0.03% 507
2023
Q4
$974K Sell
32,354
-492
-1% -$14.8K 0.03% 454
2023
Q3
$844K Sell
32,846
-612
-2% -$15.7K 0.03% 467
2023
Q2
$1.03M Buy
33,458
+196
+0.6% +$6.02K 0.04% 429
2023
Q1
$976K Sell
33,262
-2,153
-6% -$63.2K 0.04% 429
2022
Q4
$952K Sell
35,415
-2,976
-8% -$80K 0.04% 417
2022
Q3
$957K Buy
38,391
+2,638
+7% +$65.8K 0.05% 375
2022
Q2
$1.17M Buy
35,753
+2,621
+8% +$85.9K 0.08% 296
2022
Q1
$1.2M Sell
33,132
-3,503
-10% -$127K 0.07% 323
2021
Q4
$1.38M Buy
36,635
+594
+2% +$22.4K 0.07% 301
2021
Q3
$986K Sell
36,041
-12,263
-25% -$335K 0.06% 355
2021
Q2
$1.46M Sell
48,304
-8,313
-15% -$251K 0.09% 279
2021
Q1
$1.8M Sell
56,617
-6,827
-11% -$217K 0.12% 211
2020
Q4
$1.56M Buy
63,444
+5,490
+9% +$135K 0.12% 208
2020
Q3
$1.1M Sell
57,954
-2,721
-4% -$51.7K 0.1% 224
2020
Q2
$1.06M Buy
60,675
+8,537
+16% +$149K 0.1% 213
2020
Q1
$905K Buy
52,138
+425
+0.8% +$7.38K 0.12% 189
2019
Q4
$1.06M Buy
51,713
+3,988
+8% +$82K 0.11% 220
2019
Q3
$903K Buy
47,725
+2,314
+5% +$43.8K 0.12% 214
2019
Q2
$944K Buy
45,411
+12,444
+38% +$259K 0.12% 215
2019
Q1
$641K Sell
32,967
-3,395
-9% -$66K 0.09% 238
2018
Q4
$744K Buy
36,362
+12,802
+54% +$262K 0.15% 175
2018
Q3
$607K Buy
+23,560
New +$607K 0.09% 258