Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
14,195
+77
+0.5% +$6.1K 0.31% 55
2025
Q1
$1.27M Buy
14,118
+516
+4% +$46.3K 0.36% 48
2024
Q4
$1.35M Buy
13,602
+453
+3% +$45.1K 0.4% 43
2024
Q3
$1.49M Buy
13,149
+227
+2% +$25.8K 0.44% 37
2024
Q2
$1.6M Buy
12,922
+348
+3% +$43.1K 0.5% 33
2024
Q1
$1.66M Sell
12,574
-272
-2% -$35.9K 0.55% 30
2023
Q4
$1.4M Sell
12,846
-236
-2% -$25.7K 0.49% 38
2023
Q3
$1.35M Buy
13,082
+505
+4% +$52K 0.51% 34
2023
Q2
$1.45M Sell
12,577
-204
-2% -$23.5K 0.58% 29
2023
Q1
$1.36M Sell
12,781
-818
-6% -$87K 0.57% 32
2022
Q4
$1.51M Sell
13,599
-548
-4% -$60.8K 0.62% 30
2022
Q3
$1.22M Sell
14,147
-109
-0.8% -$9.38K 0.55% 30
2022
Q2
$1.3M Sell
14,256
-363
-2% -$33.1K 0.57% 31
2022
Q1
$1.23M Buy
14,619
+305
+2% +$25.7K 0.52% 38
2021
Q4
$1.1M Sell
14,314
-86
-0.6% -$6.59K 0.44% 46
2021
Q3
$1.08M Buy
14,400
+1,287
+10% +$96.7K 0.46% 47
2021
Q2
$1.02M Sell
13,113
-201
-2% -$15.6K 0.43% 50
2021
Q1
$979K Buy
+13,314
New +$979K 0.43% 49