Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Sell
19,410
-622
-3% -$18K 0.15% 134
2025
Q1
$567K Buy
20,032
+319
+2% +$9.02K 0.17% 126
2024
Q4
$449K Sell
19,713
-3,270
-14% -$74.5K 0.13% 147
2024
Q3
$506K Sell
22,983
-1,820
-7% -$40K 0.16% 138
2024
Q2
$474K Buy
24,803
+20
+0.1% +$382 0.16% 138
2024
Q1
$436K Sell
24,783
-1,362
-5% -$24K 0.15% 139
2023
Q4
$439K Sell
26,145
-7,127
-21% -$120K 0.17% 134
2023
Q3
$500K Buy
33,272
+123
+0.4% +$1.85K 0.22% 110
2023
Q2
$529K Sell
33,149
-572
-2% -$9.12K 0.22% 104
2023
Q1
$649K Sell
33,721
-87
-0.3% -$1.68K 0.3% 88
2022
Q4
$622K Sell
33,808
-328
-1% -$6.04K 0.31% 85
2022
Q3
$524K Buy
34,136
+735
+2% +$11.3K 0.29% 91
2022
Q2
$700K Sell
33,401
-10,184
-23% -$213K 0.35% 81
2022
Q1
$778K Buy
43,585
+5,370
+14% +$95.9K 0.33% 77
2021
Q4
$710K Sell
38,215
-1,602
-4% -$29.8K 0.29% 91
2021
Q3
$812K Sell
39,817
-124
-0.3% -$2.53K 0.36% 72
2021
Q2
$868K Buy
39,941
+1,806
+5% +$39.2K 0.38% 68
2021
Q1
$872K Buy
38,135
+2,523
+7% +$57.7K 0.37% 74
2020
Q4
$774K Buy
35,612
+861
+2% +$18.7K 0.35% 76
2020
Q3
$748K Buy
34,751
+440
+1% +$9.47K 0.34% 79
2020
Q2
$783K Buy
34,311
+2,477
+8% +$56.5K 0.39% 71
2020
Q1
$701K Sell
31,834
-2,259
-7% -$49.7K 0.42% 66
2019
Q4
$954K Sell
34,093
-224
-0.7% -$6.27K 0.39% 66
2019
Q3
$985K Sell
34,317
-1,934
-5% -$55.5K 0.42% 66
2019
Q2
$938K Buy
36,251
+1,487
+4% +$38.5K 0.42% 65
2019
Q1
$841K Buy
+34,764
New +$841K 0.4% 68