Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Hold
1,868
0.19% 41
2025
Q1
$582K Sell
1,868
-81
-4% -$25.2K 0.23% 35
2024
Q4
$508K Hold
1,949
0.19% 39
2024
Q3
$628K Hold
1,949
0.25% 35
2024
Q2
$609K Sell
1,949
-12
-0.6% -$3.75K 0.26% 30
2024
Q1
$557K Buy
1,961
+15
+0.8% +$4.26K 0.24% 29
2023
Q4
$561K Buy
1,946
+14
+0.7% +$4.03K 0.27% 29
2023
Q3
$519K Buy
1,932
+14
+0.7% +$3.76K 0.28% 30
2023
Q2
$426K Buy
1,918
+17
+0.9% +$3.77K 0.21% 33
2023
Q1
$460K Buy
1,901
+16
+0.8% +$3.87K 0.25% 31
2022
Q4
$495K Buy
1,885
+12
+0.6% +$3.15K 0.29% 26
2022
Q3
$422K Buy
1,873
+14
+0.8% +$3.15K 0.28% 30
2022
Q2
$452K Buy
1,859
+13
+0.7% +$3.16K 0.29% 31
2022
Q1
$446K Buy
1,846
+14
+0.8% +$3.38K 0.25% 35
2021
Q4
$412K Buy
1,832
+14
+0.8% +$3.15K 0.22% 37
2021
Q3
$386K Buy
1,818
+13
+0.7% +$2.76K 0.22% 37
2021
Q2
$440K Buy
1,805
+12
+0.7% +$2.93K 0.25% 36
2021
Q1
$446K Buy
1,793
+12
+0.7% +$2.99K 0.27% 38
2020
Q4
$424K Sell
1,781
-20
-1% -$4.76K 0.24% 50
2020
Q3
$457K Buy
1,801
+50
+3% +$12.7K 0.3% 42
2020
Q2
$413K Buy
1,751
+11
+0.6% +$2.6K 0.32% 36
2020
Q1
$352K Buy
1,740
+13
+0.8% +$2.63K 0.3% 48
2019
Q4
$416K Buy
1,727
+10
+0.6% +$2.41K 0.27% 47
2019
Q3
$332K Buy
1,717
+11
+0.6% +$2.13K 0.24% 50
2019
Q2
$314K Buy
1,706
+13
+0.8% +$2.39K 0.23% 52
2019
Q1
$321K Buy
1,693
+12
+0.7% +$2.28K 0.27% 36
2018
Q4
$327K Buy
1,681
+10
+0.6% +$1.95K 0.29% 46
2018
Q3
$346K Hold
1,671
0.27% 36
2018
Q2
$308K Hold
1,671
0.27% 35
2018
Q1
$284K Hold
1,671
0.26% 39
2017
Q4
$289K Buy
+1,671
New +$289K 0.26% 40