Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Sell
4,412
-21
-0.5% -$4.77K 0.03% 493
2025
Q1
$1.08M Buy
4,433
+10
+0.2% +$2.44K 0.04% 417
2024
Q4
$1.24M Sell
4,423
-5
-0.1% -$1.41K 0.04% 397
2024
Q3
$1.21M Hold
4,428
0.04% 419
2024
Q2
$1.33M Hold
4,428
0.04% 358
2024
Q1
$1.28M Sell
4,428
-590
-12% -$171K 0.04% 360
2023
Q4
$1.27M Sell
5,018
-54
-1% -$13.7K 0.04% 384
2023
Q3
$1.34M Sell
5,072
-8,661
-63% -$2.3M 0.05% 350
2023
Q2
$3.4M Sell
13,733
-2,698
-16% -$669K 0.12% 178
2023
Q1
$3.75M Buy
16,431
+9,252
+129% +$2.11M 0.14% 170
2022
Q4
$1.24M Sell
7,179
-2,208
-24% -$382K 0.05% 412
2022
Q3
$1.39M Buy
9,387
+3,529
+60% +$524K 0.05% 391
2022
Q2
$1.33M Buy
5,858
+1,866
+47% +$423K 0.05% 421
2022
Q1
$924K Sell
3,992
-797
-17% -$184K 0.03% 510
2021
Q4
$1.24M Buy
4,789
+1,074
+29% +$278K 0.04% 386
2021
Q3
$815K Sell
3,715
-5,766
-61% -$1.26M 0.03% 488
2021
Q2
$2.83M Buy
9,481
+1,440
+18% +$430K 0.1% 236
2021
Q1
$2.28M Buy
8,041
+3,439
+75% +$977K 0.09% 269
2020
Q4
$1.2M Sell
4,602
-387
-8% -$100K 0.05% 384
2020
Q3
$1.26M Sell
4,989
-121
-2% -$30.4K 0.06% 337
2020
Q2
$717K Sell
5,110
-29
-0.6% -$4.07K 0.04% 369
2020
Q1
$623K Buy
5,139
+977
+23% +$118K 0.04% 377
2019
Q4
$629K Buy
+4,162
New +$629K 0.03% 426