Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
24,650
+552
+2% +$71.4K 0.23% 109
2025
Q1
$2.88M Buy
24,098
+13,928
+137% +$1.66M 0.22% 108
2024
Q4
$1.18M Hold
10,170
0.09% 168
2024
Q3
$1.37M Sell
10,170
-100
-1% -$13.5K 0.1% 161
2024
Q2
$1.39M Sell
10,270
-1,773
-15% -$240K 0.11% 160
2024
Q1
$1.56M Sell
12,043
-302
-2% -$39K 0.12% 154
2023
Q4
$1.41M Buy
12,345
+254
+2% +$29K 0.12% 157
2023
Q3
$1.1M Buy
12,091
+146
+1% +$13.3K 0.1% 169
2023
Q2
$1.35M Buy
11,945
+519
+5% +$58.5K 0.11% 155
2023
Q1
$1.2M Sell
11,426
-5,917
-34% -$620K 0.1% 168
2022
Q4
$1.92M Sell
17,343
-50
-0.3% -$5.53K 0.16% 133
2022
Q3
$1.52M Sell
17,393
-90
-0.5% -$7.87K 0.14% 151
2022
Q2
$1.37M Sell
17,483
-3,130
-15% -$245K 0.12% 166
2022
Q1
$1.76M Sell
20,613
-1,275
-6% -$109K 0.13% 155
2021
Q4
$2.63M Sell
21,888
-550
-2% -$66K 0.18% 121
2021
Q3
$2.78M Sell
22,438
-270
-1% -$33.4K 0.2% 109
2021
Q2
$2.72M Buy
22,708
+200
+0.9% +$24K 0.2% 111
2021
Q1
$2.37M Buy
22,508
+4,285
+24% +$451K 0.18% 123
2020
Q4
$1.86M Buy
18,223
+175
+1% +$17.8K 0.15% 146
2020
Q3
$1.52M Sell
18,048
-250
-1% -$21K 0.12% 153
2020
Q2
$1.19M Buy
18,298
+5,100
+39% +$331K 0.1% 172
2020
Q1
$860K Hold
13,198
0.07% 179
2019
Q4
$1.04M Sell
13,198
-400
-3% -$31.5K 0.09% 181
2019
Q3
$1.08M Hold
13,598
0.11% 173
2019
Q2
$1.14M Sell
13,598
-100
-0.7% -$8.37K 0.11% 162
2019
Q1
$1.08M Sell
13,698
-175
-1% -$13.8K 0.11% 167
2018
Q4
$926K Hold
13,873
0.1% 163
2018
Q3
$1.11M Sell
13,873
-1,400
-9% -$112K 0.11% 161
2018
Q2
$1.03M Sell
15,273
-250
-2% -$16.9K 0.09% 169
2018
Q1
$1.19M Hold
15,523
0.11% 149
2017
Q4
$1.06M Hold
15,523
0.11% 148
2017
Q3
$972K Sell
15,523
-1,400
-8% -$87.7K 0.1% 161
2017
Q2
$938K Sell
16,923
-100
-0.6% -$5.54K 0.11% 159
2017
Q1
$855K Buy
+17,023
New +$855K 0.09% 154