Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
26,704
-5
-0% -$240 0.08% 196
2025
Q1
$1.33M Sell
26,709
-77
-0.3% -$3.84K 0.09% 199
2024
Q4
$1.55M Sell
26,786
-35
-0.1% -$2.03K 0.1% 172
2024
Q3
$1.75M Sell
26,821
-186
-0.7% -$12.1K 0.11% 155
2024
Q2
$1.73M Hold
27,007
0.12% 152
2024
Q1
$1.72M Buy
27,007
+26,652
+7,508% +$1.7M 0.12% 145
2023
Q4
$19.7K Sell
355
-26,884
-99% -$1.49M ﹤0.01% 871
2023
Q3
$1.61M Sell
27,239
-247
-0.9% -$14.6K 0.14% 147
2023
Q2
$1.79M Sell
27,486
-68
-0.2% -$4.42K 0.15% 134
2023
Q1
$1.52M Hold
27,554
0.13% 153
2022
Q4
$1.45M Sell
27,554
-3,705
-12% -$196K 0.13% 159
2022
Q3
$1.35M Sell
31,259
-60
-0.2% -$2.59K 0.13% 160
2022
Q2
$1.52M Buy
31,319
+201
+0.6% +$9.73K 0.14% 156
2022
Q1
$1.7M Buy
31,118
+1,038
+3% +$56.8K 0.13% 154
2021
Q4
$1.43M Sell
30,080
-56
-0.2% -$2.67K 0.11% 176
2021
Q3
$1.19M Buy
30,136
+300
+1% +$11.8K 0.1% 197
2021
Q2
$1.14M Buy
29,836
+557
+2% +$21.3K 0.09% 213
2021
Q1
$1.12M Buy
29,279
+1,035
+4% +$39.7K 0.1% 203
2020
Q4
$874K Sell
28,244
-528
-2% -$16.3K 0.08% 211
2020
Q3
$643K Buy
28,772
+3,296
+13% +$73.7K 0.07% 225
2020
Q2
$574K Sell
25,476
-23,411
-48% -$527K 0.07% 228
2020
Q1
$1.01M Sell
48,887
-129
-0.3% -$2.67K 0.13% 160
2019
Q4
$1.5M Buy
+49,016
New +$1.5M 0.15% 149