Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
20,673
+370
+2% +$37K 0.01% 505
2025
Q1
$2.14M Buy
20,303
+413
+2% +$43.5K 0.01% 496
2024
Q4
$1.62M Buy
19,890
+421
+2% +$34.4K 0.01% 568
2024
Q3
$1.45M Buy
19,469
+626
+3% +$46.5K 0.01% 592
2024
Q2
$1.76M Buy
18,843
+642
+4% +$60.1K 0.01% 531
2024
Q1
$1.9M Buy
18,201
+425
+2% +$44.5K 0.01% 516
2023
Q4
$1.61M Sell
17,776
-219
-1% -$19.8K 0.01% 520
2023
Q3
$1.47M Buy
17,995
+687
+4% +$56K 0.01% 520
2023
Q2
$1.2M Sell
17,308
-388
-2% -$26.9K 0.01% 567
2023
Q1
$1.53M Sell
17,696
-585
-3% -$50.5K 0.01% 504
2022
Q4
$1.25M Buy
18,281
+136
+0.7% +$9.29K 0.01% 546
2022
Q3
$1.03M Buy
18,145
+880
+5% +$50.1K 0.01% 581
2022
Q2
$1.56M Buy
17,265
+646
+4% +$58.4K 0.02% 478
2022
Q1
$2.51M Buy
16,619
+2,580
+18% +$390K 0.02% 410
2021
Q4
$3.15M Buy
14,039
+336
+2% +$75.3K 0.02% 369
2021
Q3
$3.25M Buy
13,703
+2,289
+20% +$543K 0.03% 346
2021
Q2
$2.79M Sell
11,414
-326
-3% -$79.8K 0.02% 366
2021
Q1
$2.59M Sell
11,740
-298
-2% -$65.7K 0.03% 359
2020
Q4
$3.06M Buy
12,038
+352
+3% +$89.5K 0.05% 308
2020
Q3
$2.5M Buy
11,686
+498
+4% +$106K 0.04% 318
2020
Q2
$2.24M Buy
11,188
+1,282
+13% +$257K 0.04% 346
2020
Q1
$1.21M Buy
9,906
+275
+3% +$33.6K 0.03% 403
2019
Q4
$1.11M Buy
9,631
+53
+0.6% +$6.11K 0.02% 494
2019
Q3
$943K Buy
9,578
+621
+7% +$61.1K 0.02% 512
2019
Q2
$1.11M Buy
+8,957
New +$1.11M 0.03% 473