Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
17,993
+996
+6% +$87.9K 0.02% 653
2025
Q1
$1.61M Buy
16,997
+1,191
+8% +$113K 0.02% 613
2024
Q4
$1.34M Buy
15,806
+810
+5% +$68.8K 0.02% 682
2024
Q3
$1.5M Buy
14,996
+1,692
+13% +$169K 0.02% 641
2024
Q2
$1.19M Sell
13,304
-213
-2% -$19K 0.02% 707
2024
Q1
$1.13M Buy
13,517
+254
+2% +$21.2K 0.02% 697
2023
Q4
$1.04M Buy
13,263
+124
+0.9% +$9.69K 0.02% 697
2023
Q3
$1.01M Sell
13,139
-525
-4% -$40.5K 0.02% 673
2023
Q2
$1.12M Sell
13,664
-209
-2% -$17.2K 0.02% 659
2023
Q1
$979K Sell
13,873
-11,740
-46% -$828K 0.02% 702
2022
Q4
$1.76M Sell
25,613
-5,480
-18% -$376K 0.04% 481
2022
Q3
$1.81M Sell
31,093
-154
-0.5% -$8.96K 0.04% 468
2022
Q2
$2.18M Sell
31,247
-142
-0.5% -$9.93K 0.05% 437
2022
Q1
$2.49M Sell
31,389
-654
-2% -$51.9K 0.04% 442
2021
Q4
$2.79M Sell
32,043
-1,213
-4% -$106K 0.05% 413
2021
Q3
$2.68M Buy
33,256
+500
+2% +$40.2K 0.05% 423
2021
Q2
$2.3M Buy
32,756
+11,779
+56% +$827K 0.04% 474
2021
Q1
$1.47M Sell
20,977
-2,574
-11% -$181K 0.03% 562
2020
Q4
$1.55M Sell
23,551
-1,792
-7% -$118K 0.03% 507
2020
Q3
$1.44M Sell
25,343
-4,432
-15% -$252K 0.04% 468
2020
Q2
$1.71M Sell
29,775
-4,156
-12% -$238K 0.04% 414
2020
Q1
$1.72M Sell
33,931
-6,546
-16% -$333K 0.05% 379
2019
Q4
$2.29M Sell
40,477
-3,966
-9% -$224K 0.06% 376
2019
Q3
$2.59M Sell
44,443
-1,321
-3% -$77K 0.07% 324
2019
Q2
$2.84M Buy
+45,764
New +$2.84M 0.08% 295