Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
45,947
-471
-1% -$16.1K 0.7% 67
2025
Q1
$1.43M Sell
46,418
-1,148
-2% -$35.4K 0.66% 68
2024
Q4
$1.5M Buy
47,566
+107
+0.2% +$3.38K 0.62% 75
2024
Q3
$1.55M Sell
47,459
-323
-0.7% -$10.6K 0.68% 72
2024
Q2
$1.26M Buy
47,782
+19
+0% +$502 0.76% 67
2024
Q1
$1.35M Sell
47,763
-730
-2% -$20.7K 0.61% 84
2023
Q4
$1.24M Sell
48,493
-1,086
-2% -$27.8K 0.59% 86
2023
Q3
$1.2M Sell
49,579
-1,159
-2% -$28.1K 0.62% 79
2023
Q2
$1.49M Sell
50,738
-1,756
-3% -$51.6K 0.72% 59
2023
Q1
$1.41M Sell
52,494
-627
-1% -$16.8K 0.72% 55
2022
Q4
$1.65M Sell
53,121
-5,545
-9% -$173K 0.86% 37
2022
Q3
$1.43M Sell
58,666
-226
-0.4% -$5.51K 0.77% 47
2022
Q2
$1.48M Sell
58,892
-2,421
-4% -$60.9K 0.73% 46
2022
Q1
$1.78M Sell
61,313
-1,553
-2% -$45.1K 0.76% 43
2021
Q4
$1.65M Sell
62,866
-1,981
-3% -$51.9K 0.66% 63
2021
Q3
$1.54M Buy
+64,847
New +$1.54M 0.62% 62
2021
Q1
$1.63M Buy
71,088
+669
+1% +$15.4K 0.65% 54
2020
Q4
$1.27M Buy
+70,419
New +$1.27M 0.6% 85