Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Sell
6,775
-101
-1% -$36K 1.41% 23
2025
Q1
$2.74M Buy
6,876
+1,158
+20% +$462K 1.72% 15
2024
Q4
$2.05M Sell
5,718
-59
-1% -$21.2K 1.31% 24
2024
Q3
$2M Sell
5,777
-16
-0.3% -$5.54K 1.23% 25
2024
Q2
$1.7M Sell
5,793
-121
-2% -$35.5K 1.17% 26
2024
Q1
$1.97M Sell
5,914
-41
-0.7% -$13.7K 1.35% 21
2023
Q4
$1.73M Sell
5,955
-35
-0.6% -$10.2K 1.23% 22
2023
Q3
$1.94M Buy
5,990
+34
+0.6% +$11K 1.54% 19
2023
Q2
$2.06M Buy
5,956
+121
+2% +$41.8K 1.58% 18
2023
Q1
$1.84M Sell
5,835
-22
-0.4% -$6.94K 1.49% 19
2022
Q4
$1.76M Sell
5,857
-376
-6% -$113K 1.61% 20
2022
Q3
$1.67M Buy
6,233
+7
+0.1% +$1.88K 1.59% 20
2022
Q2
$1.68M Sell
6,226
-558
-8% -$150K 1.5% 21
2022
Q1
$2.21M Sell
6,784
-699
-9% -$228K 1.69% 20
2021
Q4
$2.25M Buy
7,483
+258
+4% +$77.5K 1.64% 21
2021
Q3
$2.07M Buy
7,225
+371
+5% +$106K 1.69% 20
2021
Q2
$1.64M Buy
6,854
+183
+3% +$43.7K 1.38% 23
2021
Q1
$1.57M Buy
6,671
+410
+7% +$96.4K 1.46% 22
2020
Q4
$1.29M Buy
+6,261
New +$1.29M 1.39% 24