Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Buy
7,176
+61
+0.9% +$16.4K 0.05% 308
2025
Q1
$1.8M Sell
7,115
-25
-0.4% -$6.34K 0.05% 296
2024
Q4
$1.67M Sell
7,140
-550
-7% -$129K 0.05% 279
2024
Q3
$1.96M Buy
7,690
+57
+0.7% +$14.6K 0.06% 251
2024
Q2
$1.82M Sell
7,633
-85
-1% -$20.2K 0.06% 240
2024
Q1
$1.78M Sell
7,718
-407
-5% -$94K 0.06% 245
2023
Q4
$1.61M Buy
8,125
+80
+1% +$15.9K 0.06% 239
2023
Q3
$1.36M Buy
8,045
+69
+0.9% +$11.7K 0.06% 229
2023
Q2
$1.49M Buy
7,976
+5,445
+215% +$1.02M 0.07% 207
2023
Q1
$419K Buy
2,531
+14
+0.6% +$2.32K 0.02% 447
2022
Q4
$386K Buy
2,517
+228
+10% +$35K 0.02% 464
2022
Q3
$324K Sell
2,289
-165
-7% -$23.4K 0.02% 469
2022
Q2
$409K Buy
2,454
+44
+2% +$7.33K 0.02% 394
2022
Q1
$426K Sell
2,410
-29
-1% -$5.13K 0.03% 356
2021
Q4
$572K Buy
2,439
+351
+17% +$82.3K 0.04% 276
2021
Q3
$436K Sell
2,088
-104
-5% -$21.7K 0.04% 295
2021
Q2
$452K Sell
2,192
-126
-5% -$26K 0.04% 284
2021
Q1
$496K Buy
2,318
+26
+1% +$5.56K 0.05% 251
2020
Q4
$508K Sell
2,292
-125
-5% -$27.7K 0.07% 240
2020
Q3
$483K Sell
2,417
-91
-4% -$18.2K 0.07% 234
2020
Q2
$499K Buy
2,508
+215
+9% +$42.8K 0.08% 206
2020
Q1
$357K Buy
2,293
+436
+23% +$67.9K 0.07% 230
2019
Q4
$358K Buy
+1,857
New +$358K 0.06% 246