Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
46,868
-337
-0.7% -$8.24K 0.43% 30
2025
Q1
$1.31M Sell
47,205
-736
-2% -$20.4K 0.53% 29
2024
Q4
$1.56M Sell
47,941
-1,876
-4% -$61.2K 0.67% 26
2024
Q3
$1.79M Sell
49,817
-437
-0.9% -$15.7K 0.76% 24
2024
Q2
$1.76M Sell
50,254
-331
-0.7% -$11.6K 0.84% 23
2024
Q1
$1.53M Sell
50,585
-1,312
-3% -$39.6K 0.72% 26
2023
Q4
$1.56M Sell
51,897
-2,167
-4% -$65.2K 0.81% 27
2023
Q3
$1.39M Buy
54,064
+5
+0% +$128 0.9% 25
2023
Q2
$1.66M Sell
54,059
-6,098
-10% -$187K 1.11% 19
2023
Q1
$1.77M Sell
60,157
-174
-0.3% -$5.11K 1.2% 19
2022
Q4
$1.62M Sell
60,331
-860
-1% -$23.1K 1.19% 22
2022
Q3
$1.53M Sell
61,191
-594
-1% -$14.8K 1.26% 23
2022
Q2
$2.03M Buy
61,785
+4
+0% +$131 1.61% 18
2022
Q1
$2.24M Sell
61,781
-935
-1% -$33.9K 1.57% 17
2021
Q4
$2.36M Sell
62,716
-1,146
-2% -$43.2K 1.87% 17
2021
Q3
$1.75M Buy
63,862
+7
+0% +$191 1.43% 19
2021
Q2
$1.93M Sell
63,855
-385
-0.6% -$11.6K 1.65% 16
2021
Q1
$2.04M Buy
64,240
+12
+0% +$381 1.87% 15
2020
Q4
$1.58M Buy
+64,228
New +$1.58M 1.61% 15