Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.06M Buy
67,974
+33,814
+99% +$2.52M 0.96% 20
2025
Q1
$2.31M Buy
34,160
+169
+0.5% +$11.4K 0.4% 34
2024
Q4
$2.11M Sell
33,991
-91
-0.3% -$5.64K 0.45% 34
2024
Q3
$2.22M Buy
34,082
+171
+0.5% +$11.1K 0.51% 33
2024
Q2
$1.82M Buy
33,911
+153
+0.5% +$8.22K 0.47% 36
2024
Q1
$1.78M Buy
33,758
+621
+2% +$32.8K 0.49% 36
2023
Q4
$1.45M Sell
33,137
-597
-2% -$26K 0.43% 37
2023
Q3
$1.49M Buy
33,734
+2,307
+7% +$102K 0.5% 34
2023
Q2
$1.4M Sell
31,427
-4,328
-12% -$193K 0.47% 40
2023
Q1
$1.59M Sell
35,755
-4,140
-10% -$184K 0.57% 35
2022
Q4
$1.65M Buy
39,895
+30
+0.1% +$1.24K 0.68% 23
2022
Q3
$1.47M Buy
39,865
+17
+0% +$626 0.64% 25
2022
Q2
$1.66M Buy
39,848
+81
+0.2% +$3.37K 0.68% 23
2022
Q1
$2.28M Buy
39,767
+76
+0.2% +$4.35K 0.74% 20
2021
Q4
$2.64M Sell
39,691
-29
-0.1% -$1.93K 0.75% 20
2021
Q3
$2.77M Buy
39,720
+44
+0.1% +$3.07K 0.8% 20
2021
Q2
$2.79M Sell
39,676
-7
-0% -$492 0.79% 20
2021
Q1
$2.43M Buy
39,683
+27
+0.1% +$1.65K 0.76% 21
2020
Q4
$1.99M Sell
39,656
-30,931
-44% -$1.55M 0.64% 25
2020
Q3
$3.68M Buy
70,587
+30,910
+78% +$1.61M 1.12% 17
2020
Q2
$2.08M Buy
+39,677
New +$2.08M 0.84% 19