Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
35,425
+776
+2% +$26.6K 0.44% 84
2025
Q1
$1.28M Buy
34,649
+698
+2% +$25.8K 0.49% 71
2024
Q4
$1.31M Sell
33,951
-582
-2% -$22.5K 0.5% 73
2024
Q3
$1.21M Buy
34,533
+1,628
+5% +$57.1K 0.47% 74
2024
Q2
$1.22M Buy
32,905
+1,584
+5% +$58.5K 0.49% 74
2024
Q1
$1.23M Buy
31,321
+1,689
+6% +$66.5K 0.5% 75
2023
Q4
$1.4M Sell
29,632
-188
-0.6% -$8.9K 0.58% 65
2023
Q3
$1.24M Sell
29,820
-3,833
-11% -$159K 0.58% 68
2023
Q2
$1.23M Buy
33,653
+275
+0.8% +$10K 0.55% 73
2023
Q1
$1.02M Sell
33,378
-73
-0.2% -$2.24K 0.47% 81
2022
Q4
$915K Buy
33,451
+1,340
+4% +$36.6K 0.41% 94
2022
Q3
$1.09M Sell
32,111
-636
-2% -$21.6K 0.51% 73
2022
Q2
$909K Buy
32,747
+1,819
+6% +$50.5K 0.42% 88
2022
Q1
$1.05M Sell
30,928
-136
-0.4% -$4.64K 0.41% 81
2021
Q4
$1.13M Sell
31,064
-35
-0.1% -$1.27K 0.47% 78
2021
Q3
$1.16M Sell
31,099
-56
-0.2% -$2.09K 0.51% 73
2021
Q2
$1.24M Sell
31,155
-1,050
-3% -$42K 0.57% 67
2021
Q1
$1.26M Sell
32,205
-240
-0.7% -$9.36K 0.58% 67
2020
Q4
$1.06M Sell
32,445
-1,342
-4% -$43.8K 0.56% 69
2020
Q3
$679K Buy
33,787
+4,747
+16% +$95.4K 0.39% 91
2020
Q2
$672K Sell
29,040
-285
-1% -$6.59K 0.32% 100
2020
Q1
$529K Buy
29,325
+1,790
+7% +$32.3K 0.3% 101
2019
Q4
$959K Buy
+27,535
New +$959K 0.36% 105