Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
8,218
+183
+2% +$56.9K 0.06% 248
2025
Q1
$2.71M Sell
8,035
-584
-7% -$197K 0.07% 205
2024
Q4
$2.93M Sell
8,619
-375
-4% -$127K 0.08% 189
2024
Q3
$2.61M Sell
8,994
-454
-5% -$132K 0.08% 196
2024
Q2
$2.47M Sell
9,448
-69
-0.7% -$18K 0.08% 187
2024
Q1
$2.82M Buy
9,517
+491
+5% +$145K 0.1% 168
2023
Q4
$2.61M Sell
9,026
-230
-2% -$66.4K 0.1% 158
2023
Q3
$2.36M Sell
9,256
-564
-6% -$144K 0.11% 147
2023
Q2
$2.83M Buy
9,820
+140
+1% +$40.3K 0.13% 122
2023
Q1
$2.39M Buy
9,680
+88
+0.9% +$21.7K 0.12% 138
2022
Q4
$2.49M Sell
9,592
-342
-3% -$88.8K 0.13% 121
2022
Q3
$2.27M Sell
9,934
-25
-0.3% -$5.71K 0.13% 132
2022
Q2
$2.22M Buy
9,959
+916
+10% +$204K 0.13% 128
2022
Q1
$1.86M Buy
9,043
+245
+3% +$50.3K 0.12% 118
2021
Q4
$1.9M Sell
8,798
-523
-6% -$113K 0.13% 112
2021
Q3
$1.95M Sell
9,321
-400
-4% -$83.6K 0.16% 100
2021
Q2
$2.17M Sell
9,721
-114
-1% -$25.5K 0.19% 86
2021
Q1
$2.27M Sell
9,835
-254
-3% -$58.6K 0.25% 70
2020
Q4
$1.74M Sell
10,089
-539
-5% -$93.2K 0.23% 83
2020
Q3
$1.56M Buy
10,628
+1,318
+14% +$194K 0.22% 92
2020
Q2
$1.29M Buy
9,310
+1,720
+23% +$238K 0.2% 95
2020
Q1
$826K Buy
7,590
+1,002
+15% +$109K 0.16% 125
2019
Q4
$1.12M Buy
6,588
+2,171
+49% +$368K 0.19% 104
2019
Q3
$691K Buy
4,417
+264
+6% +$41.3K 0.14% 130
2019
Q2
$680K Buy
4,153
+209
+5% +$34.2K 0.16% 126
2019
Q1
$617K Buy
3,944
+1,287
+48% +$201K 0.16% 121
2018
Q4
$386K Sell
2,657
-121
-4% -$17.6K 0.09% 168
2018
Q3
$510K Buy
+2,778
New +$510K 0.13% 157