Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Buy
19,160
+1,384
+8% +$211K 0.17% 142
2025
Q1
$2.61M Buy
17,776
+212
+1% +$31.1K 0.18% 145
2024
Q4
$2.27M Sell
17,564
-383
-2% -$49.5K 0.15% 162
2024
Q3
$2.46M Sell
17,947
-993
-5% -$136K 0.2% 146
2024
Q2
$1.94M Sell
18,940
-3,516
-16% -$359K 0.14% 166
2024
Q1
$1.99M Sell
22,456
-296
-1% -$26.3K 0.15% 173
2023
Q4
$2.08M Sell
22,752
-5,069
-18% -$463K 0.17% 171
2023
Q3
$2.18M Sell
27,821
-1,061
-4% -$83.1K 0.22% 126
2023
Q2
$2.41M Sell
28,882
-418
-1% -$34.8K 0.23% 118
2023
Q1
$2.57M Buy
29,300
+232
+0.8% +$20.4K 0.27% 106
2022
Q4
$2.91M Sell
29,068
-2,252
-7% -$226K 0.29% 95
2022
Q3
$2.89M Sell
31,320
-569
-2% -$52.6K 0.33% 88
2022
Q2
$3.45M Sell
31,889
-206
-0.6% -$22.3K 0.37% 77
2022
Q1
$4M Buy
32,095
+152
+0.5% +$18.9K 0.32% 76
2021
Q4
$4.74M Buy
31,943
+278
+0.9% +$41.3K 0.31% 67
2021
Q3
$4.64M Buy
31,665
+1,284
+4% +$188K 0.31% 60
2021
Q2
$5.05M Sell
30,381
-298
-1% -$49.5K 0.6% 46
2021
Q1
$4.94M Buy
30,679
+264
+0.9% +$42.5K 0.48% 58
2020
Q4
$4.43M Buy
+30,415
New +$4.43M 0.46% 65