Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
37,174
+184
+0.5% +$5.51K 0.04% 271
2025
Q1
$1.25M Buy
36,990
+1,316
+4% +$44.5K 0.05% 252
2024
Q4
$1.05M Sell
35,674
-4,104
-10% -$121K 0.04% 262
2024
Q3
$1.25M Sell
39,778
-1,077
-3% -$33.8K 0.05% 249
2024
Q2
$1.48M Buy
40,855
+1,698
+4% +$61.3K 0.07% 225
2024
Q1
$1.48M Buy
39,157
+800
+2% +$30.1K 0.07% 222
2023
Q4
$1.36M Sell
38,357
-877
-2% -$31K 0.07% 217
2023
Q3
$1.52M Sell
39,234
-440
-1% -$17K 0.09% 193
2023
Q2
$1.4M Buy
39,674
+1,113
+3% +$39.3K 0.08% 198
2023
Q1
$1.46M Buy
38,561
+1,198
+3% +$45.5K 0.09% 187
2022
Q4
$1.31M Buy
37,363
+27
+0.1% +$943 0.09% 184
2022
Q3
$1.07M Sell
37,336
-7,426
-17% -$212K 0.09% 193
2022
Q2
$1.27M Buy
44,762
+756
+2% +$21.4K 0.1% 170
2022
Q1
$1.29M Sell
44,006
-2,732
-6% -$80.3K 0.09% 188
2021
Q4
$1.24M Buy
46,738
+8,247
+21% +$220K 0.08% 202
2021
Q3
$1.05M Buy
38,491
+831
+2% +$22.7K 0.07% 214
2021
Q2
$994K Buy
37,660
+2,232
+6% +$58.9K 0.08% 208
2021
Q1
$862K Buy
35,428
+15,173
+75% +$369K 0.07% 220
2020
Q4
$415K Buy
+20,255
New +$415K 0.05% 265