Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
9,940
-96
-1% -$20.9K 0.78% 14
2025
Q1
$1.36M Sell
10,036
-143
-1% -$19.4K 0.6% 20
2024
Q4
$1.46M Sell
10,179
-203
-2% -$29.2K 0.54% 19
2024
Q3
$1.24M Sell
10,382
-2,813
-21% -$337K 0.45% 24
2024
Q2
$1.44M Buy
13,195
+2,210
+20% +$240K 0.58% 19
2024
Q1
$1.49M Sell
10,985
-167
-1% -$22.6K 0.67% 19
2023
Q4
$1.42M Sell
11,152
-3,442
-24% -$439K 0.69% 18
2023
Q3
$1.85M Sell
14,594
-1,393
-9% -$177K 0.94% 17
2023
Q2
$1.73M Buy
15,987
+2,030
+15% +$219K 0.84% 16
2023
Q1
$1.23M Sell
13,957
-1,333
-9% -$118K 0.63% 19
2022
Q4
$1.04M Sell
15,290
-1,035
-6% -$70.6K 0.59% 18
2022
Q3
$942K Sell
16,325
-33
-0.2% -$1.9K 0.52% 21
2022
Q2
$842K Buy
16,358
+281
+2% +$14.5K 0.41% 30
2022
Q1
$992K Sell
16,077
-267
-2% -$16.5K 0.39% 25
2021
Q4
$1.15M Buy
16,344
+287
+2% +$20.2K 0.35% 25
2021
Q3
$937K Sell
16,057
-35
-0.2% -$2.04K 0.37% 24
2021
Q2
$936K Sell
16,092
-2,764
-15% -$161K 0.35% 25
2021
Q1
$984K Sell
18,856
-1,699
-8% -$88.7K 0.4% 24
2020
Q4
$874K Buy
20,555
+1,160
+6% +$49.3K 0.39% 23
2020
Q3
$664K Buy
19,395
+17,315
+832% +$593K 0.36% 27
2020
Q2
$634K Buy
+2,080
New +$634K 0.36% 27