Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
10,150
+469
+5% +$70.9K 0.04% 380
2025
Q1
$1.33M Sell
9,681
-1,008
-9% -$138K 0.04% 374
2024
Q4
$1.49M Sell
10,689
-4,032
-27% -$561K 0.04% 360
2024
Q3
$1.86M Sell
14,721
-4,392
-23% -$555K 0.05% 297
2024
Q2
$2.39M Sell
19,113
-574
-3% -$71.8K 0.07% 241
2024
Q1
$1.75M Buy
19,687
+4,930
+33% +$437K 0.06% 305
2023
Q4
$1.35M Sell
14,757
-3,044
-17% -$278K 0.05% 371
2023
Q3
$1.39M Sell
17,801
-17,227
-49% -$1.35M 0.05% 342
2023
Q2
$2.93M Buy
35,028
+324
+0.9% +$27.1K 0.11% 181
2023
Q1
$3.05M Buy
34,704
+13,349
+63% +$1.17M 0.13% 169
2022
Q4
$2.14M Buy
21,355
+4,357
+26% +$437K 0.1% 213
2022
Q3
$1.57M Buy
16,998
+4,497
+36% +$415K 0.08% 246
2022
Q2
$1.35M Buy
12,501
+1,572
+14% +$170K 0.09% 266
2022
Q1
$1.36M Buy
10,929
+715
+7% +$89K 0.08% 284
2021
Q4
$1.52M Sell
10,214
-231
-2% -$34.3K 0.08% 279
2021
Q3
$1.53M Buy
10,445
+1,129
+12% +$166K 0.09% 270
2021
Q2
$1.55M Buy
9,316
+3,179
+52% +$528K 0.09% 269
2021
Q1
$989K Sell
6,137
-4,686
-43% -$755K 0.07% 325
2020
Q4
$1.58M Sell
10,823
-1,015
-9% -$148K 0.12% 205
2020
Q3
$1.59M Sell
11,838
-621
-5% -$83.1K 0.14% 171
2020
Q2
$1.63M Buy
12,459
+4,335
+53% +$565K 0.16% 151
2020
Q1
$927K Buy
8,124
+723
+10% +$82.5K 0.13% 185
2019
Q4
$1.09M Buy
7,401
+2,531
+52% +$373K 0.12% 217
2019
Q3
$669K Buy
4,870
+160
+3% +$22K 0.09% 261
2019
Q2
$683K Buy
+4,710
New +$683K 0.09% 275