Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$669K Sell
2,132
-252
-11% -$79.1K 0.04% 337
2025
Q1
$726K Sell
2,384
-9
-0.4% -$2.74K 0.04% 333
2024
Q4
$795K Sell
2,393
-43
-2% -$14.3K 0.05% 301
2024
Q3
$813K Sell
2,436
-342
-12% -$114K 0.05% 305
2024
Q2
$1.14M Buy
2,778
+67
+2% +$27.6K 0.07% 249
2024
Q1
$1.1M Sell
2,711
-233
-8% -$94.2K 0.07% 254
2023
Q4
$902K Sell
2,944
-91
-3% -$27.9K 0.07% 258
2023
Q3
$735K Sell
3,035
-462
-13% -$112K 0.06% 268
2023
Q2
$840K Sell
3,497
-95
-3% -$22.8K 0.07% 237
2023
Q1
$675K Sell
3,592
-590
-14% -$111K 0.06% 274
2022
Q4
$888K Sell
4,182
-238
-5% -$50.6K 0.09% 197
2022
Q3
$695K Buy
4,420
+65
+1% +$10.2K 0.08% 229
2022
Q2
$652K Buy
4,355
+250
+6% +$37.4K 0.07% 242
2022
Q1
$672K Sell
4,105
-89
-2% -$14.6K 0.06% 279
2021
Q4
$913K Sell
4,194
-1,377
-25% -$300K 0.06% 227
2021
Q3
$1.06M Sell
5,571
-24
-0.4% -$4.55K 0.07% 193
2021
Q2
$988K Sell
5,595
-205
-4% -$36.2K 0.07% 205
2021
Q1
$951K Sell
5,800
-1,613
-22% -$264K 0.07% 202
2020
Q4
$1.03M Sell
7,413
-23
-0.3% -$3.2K 0.08% 171
2020
Q3
$831K Buy
7,436
+273
+4% +$30.5K 0.07% 178
2020
Q2
$666K Sell
7,163
-555
-7% -$51.6K 0.06% 189
2020
Q1
$566K Buy
7,718
+3,894
+102% +$286K 0.07% 183
2019
Q4
$321K Buy
3,824
+1,004
+36% +$84.3K 0.03% 372
2019
Q3
$237K Buy
+2,820
New +$237K 0.02% 467