Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
6,085
+271
+5% +$62K 0.05% 226
2025
Q1
$1.43M Buy
5,814
+7
+0.1% +$1.72K 0.06% 204
2024
Q4
$1.64M Sell
5,807
-705
-11% -$199K 0.07% 183
2024
Q3
$1.79M Buy
6,512
+516
+9% +$142K 0.08% 174
2024
Q2
$1.81M Buy
5,996
+2
+0% +$602 0.08% 171
2024
Q1
$1.74M Buy
5,994
+1,355
+29% +$394K 0.09% 171
2023
Q4
$1.18M Buy
4,639
+168
+4% +$42.7K 0.07% 187
2023
Q3
$1.19M Buy
4,471
+20
+0.4% +$5.32K 0.07% 171
2023
Q2
$1.11M Buy
4,451
+493
+12% +$123K 0.07% 171
2023
Q1
$914K Sell
3,958
-5,483
-58% -$1.27M 0.06% 170
2022
Q4
$1.65M Sell
9,441
-75
-0.8% -$13.1K 0.12% 133
2022
Q3
$1.42M Buy
9,516
+648
+7% +$96.9K 0.11% 138
2022
Q2
$2.02M Sell
8,868
-274
-3% -$62.4K 0.15% 113
2022
Q1
$2.12M Sell
9,142
-951
-9% -$220K 0.12% 112
2021
Q4
$2.61M Buy
10,093
+1,860
+23% +$481K 0.15% 101
2021
Q3
$1.81M Buy
8,233
+2,576
+46% +$565K 0.12% 109
2021
Q2
$1.69M Sell
5,657
-357
-6% -$107K 0.12% 119
2021
Q1
$1.71M Sell
6,014
-431
-7% -$122K 0.13% 110
2020
Q4
$1.67M Buy
6,445
+214
+3% +$55.6K 0.15% 112
2020
Q3
$1.57M Sell
6,231
-465
-7% -$117K 0.17% 99
2020
Q2
$939K Sell
6,696
-100
-1% -$14K 0.12% 122
2020
Q1
$824K Buy
6,796
+74
+1% +$8.97K 0.13% 113
2019
Q4
$1.02M Buy
+6,722
New +$1.02M 0.14% 127