Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.91M Sell
4,956
-98
-2% -$97K 2.37% 7
2025
Q1
$4.78M Sell
5,054
-28
-0.6% -$26.5K 2.53% 8
2024
Q4
$4.66M Sell
5,082
-34
-0.7% -$31.2K 2.45% 9
2024
Q3
$4.54M Buy
5,116
+10
+0.2% +$8.87K 2.4% 9
2024
Q2
$4.34M Sell
5,106
-110
-2% -$93.5K 2.47% 8
2024
Q1
$3.82M Buy
5,216
+3
+0.1% +$2.2K 2.3% 8
2023
Q4
$3.44M Sell
5,213
-60
-1% -$39.6K 2.31% 10
2023
Q3
$2.98M Buy
5,273
+21
+0.4% +$11.9K 2.15% 9
2023
Q2
$2.61M Hold
5,252
1.89% 9
2023
Q1
$2.61M Sell
5,252
-24
-0.5% -$11.9K 1.89% 9
2022
Q4
$2.41M Sell
5,276
-150
-3% -$68.5K 1.81% 8
2022
Q3
$2.56M Sell
5,426
-238
-4% -$112K 2.03% 8
2022
Q2
$2.72M Sell
5,664
-40
-0.7% -$19.2K 1.98% 8
2022
Q1
$3.29M Sell
5,704
-14
-0.2% -$8.06K 2.05% 8
2021
Q4
$3.25M Sell
5,718
-50
-0.9% -$28.4K 1.95% 9
2021
Q3
$2.59M Sell
5,768
-10
-0.2% -$4.49K 1.71% 9
2021
Q2
$2.29M Sell
5,778
-4
-0.1% -$1.58K 1.57% 9
2021
Q1
$2.04M Buy
5,782
+213
+4% +$75.1K 1.52% 9
2020
Q4
$2.1M Sell
5,569
-34
-0.6% -$12.8K 1.75% 9
2020
Q3
$1.99M Buy
5,603
+13
+0.2% +$4.62K 1.89% 10
2020
Q2
$1.7M Sell
5,590
-314
-5% -$95.2K 1.79% 11
2020
Q1
$1.68M Sell
5,904
-38
-0.6% -$10.8K 2.04% 7
2019
Q4
$1.75M Buy
+5,942
New +$1.75M 1.66% 9