Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
15,159
-623
-4% -$49.3K 0.3% 41
2025
Q1
$1.42M Sell
15,782
-48
-0.3% -$4.31K 0.4% 30
2024
Q4
$1.57M Buy
15,830
+358
+2% +$35.6K 0.44% 28
2024
Q3
$1.76M Sell
15,472
-35
-0.2% -$3.98K 0.48% 25
2024
Q2
$1.92M Sell
15,507
-115
-0.7% -$14.2K 0.45% 22
2024
Q1
$2.06M Sell
15,622
-685
-4% -$90.4K 0.46% 21
2023
Q4
$1.78M Buy
16,307
+862
+6% +$94K 0.4% 23
2023
Q3
$1.59M Buy
15,445
+256
+2% +$26.4K 0.38% 25
2023
Q2
$1.75M Sell
15,189
-41
-0.3% -$4.73K 0.41% 24
2023
Q1
$1.62M Sell
15,230
-255
-2% -$27.1K 0.37% 25
2022
Q4
$1.72M Sell
15,485
-3,734
-19% -$414K 0.37% 26
2022
Q3
$1.66M Sell
19,219
-1,228
-6% -$106K 0.38% 27
2022
Q2
$1.86M Sell
20,447
-6,150
-23% -$561K 0.37% 28
2022
Q1
$2.18M Buy
26,597
+733
+3% +$60.1K 0.3% 39
2021
Q4
$1.98M Sell
25,864
-7
-0% -$536 0.27% 47
2021
Q3
$1.94M Buy
25,871
+687
+3% +$51.6K 0.27% 48
2021
Q2
$1.96M Sell
25,184
-1,008
-4% -$78.4K 0.3% 46
2021
Q1
$1.93M Sell
26,192
-1,349
-5% -$99.2K 0.32% 44
2020
Q4
$2.15M Buy
27,541
+23,331
+554% +$1.82M 0.37% 36
2020
Q3
$333K Buy
4,210
+90
+2% +$7.12K 0.13% 61
2020
Q2
$303K Buy
+4,120
New +$303K 0.12% 72