Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
24,868
-215
-0.9% -$15.3K 0.02% 245
2025
Q1
$1.59M Sell
25,083
-721
-3% -$45.8K 0.02% 238
2024
Q4
$1.95M Buy
25,804
+10,757
+71% +$814K 0.03% 206
2024
Q3
$1.33M Sell
15,047
-131
-0.9% -$11.6K 0.02% 253
2024
Q2
$1.14M Buy
15,178
+281
+2% +$21.2K 0.02% 254
2024
Q1
$1.4M Buy
14,897
+3,503
+31% +$329K 0.02% 221
2023
Q4
$1.24M Buy
11,394
+1,191
+12% +$129K 0.02% 218
2023
Q3
$976K Buy
10,203
+245
+2% +$23.4K 0.02% 230
2023
Q2
$1.1M Buy
9,958
+89
+0.9% +$9.82K 0.02% 215
2023
Q1
$1.21M Sell
9,869
-298
-3% -$36.5K 0.03% 198
2022
Q4
$1.19M Buy
10,167
+1,980
+24% +$232K 0.03% 192
2022
Q3
$680K Sell
8,187
-180
-2% -$15K 0.01% 240
2022
Q2
$855K Buy
8,367
+69
+0.8% +$7.05K 0.02% 217
2022
Q1
$1.12M Buy
8,298
+138
+2% +$18.6K 0.02% 193
2021
Q4
$1.36M Buy
8,160
+831
+11% +$139K 0.02% 158
2021
Q3
$1.06M Buy
7,329
+182
+3% +$26.4K 0.02% 178
2021
Q2
$1.1M Sell
7,147
-17
-0.2% -$2.63K 0.02% 176
2021
Q1
$952K Buy
7,164
+161
+2% +$21.4K 0.02% 185
2020
Q4
$991K Buy
7,003
+4,842
+224% +$685K 0.02% 168
2020
Q3
$271K Buy
2,161
+103
+5% +$12.9K 0.01% 245
2020
Q2
$202K Buy
+2,058
New +$202K ﹤0.01% 265