Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
4,182
-22
-0.5% -$10.3K 0.03% 225
2025
Q1
$1.96M Buy
4,204
+74
+2% +$34.5K 0.03% 208
2024
Q4
$1.73M Buy
4,130
+67
+2% +$28K 0.03% 223
2024
Q3
$1.94M Buy
4,063
+27
+0.7% +$12.9K 0.03% 201
2024
Q2
$1.77M Sell
4,036
-29
-0.7% -$12.7K 0.03% 194
2024
Q1
$1.89M Buy
4,065
+122
+3% +$56.6K 0.03% 177
2023
Q4
$1.62M Buy
3,943
+100
+3% +$41.1K 0.03% 189
2023
Q3
$1.43M Buy
3,843
+3
+0.1% +$1.12K 0.03% 180
2023
Q2
$1.46M Sell
3,840
-24
-0.6% -$9.15K 0.03% 182
2023
Q1
$1.37M Buy
3,864
+8
+0.2% +$2.84K 0.03% 187
2022
Q4
$1.26M Sell
3,856
-48
-1% -$15.7K 0.03% 184
2022
Q3
$1.05M Buy
3,904
+7
+0.2% +$1.89K 0.02% 180
2022
Q2
$1.12M Buy
3,897
+29
+0.7% +$8.34K 0.02% 179
2022
Q1
$1.24M Buy
3,868
+633
+20% +$202K 0.02% 180
2021
Q4
$1.12M Buy
3,235
+66
+2% +$22.9K 0.02% 185
2021
Q3
$930K Sell
3,169
-629
-17% -$185K 0.02% 191
2021
Q2
$1.1M Sell
3,798
-17
-0.4% -$4.92K 0.02% 177
2021
Q1
$1.07M Sell
3,815
-109
-3% -$30.5K 0.02% 174
2020
Q4
$1.03M Buy
3,924
+2,943
+300% +$776K 0.02% 162
2020
Q3
$234K Buy
+981
New +$234K 0.01% 266