Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Buy
6,871
+501
+8% +$198K 0.08% 269
2025
Q1
$2.37M Sell
6,370
-1,786
-22% -$665K 0.08% 261
2024
Q4
$2.94M Sell
8,156
-2,179
-21% -$785K 0.1% 218
2024
Q3
$3.73M Buy
10,335
+2,000
+24% +$723K 0.12% 194
2024
Q2
$2.84M Buy
8,335
+1,957
+31% +$666K 0.1% 211
2024
Q1
$2.28M Sell
6,378
-815
-11% -$292K 0.08% 257
2023
Q4
$2.15M Sell
7,193
-76
-1% -$22.8K 0.07% 268
2023
Q3
$1.99M Sell
7,269
-756
-9% -$207K 0.07% 264
2023
Q2
$2.45M Sell
8,025
-21
-0.3% -$6.41K 0.09% 248
2023
Q1
$2.3M Sell
8,046
-31
-0.4% -$8.85K 0.08% 260
2022
Q4
$1.98M Buy
8,077
+60
+0.7% +$14.7K 0.07% 293
2022
Q3
$1.62M Buy
8,017
+109
+1% +$22.1K 0.06% 353
2022
Q2
$1.57M Buy
7,908
+2,538
+47% +$505K 0.06% 378
2022
Q1
$1.44M Buy
5,370
+1,181
+28% +$316K 0.05% 400
2021
Q4
$1.12M Sell
4,189
-808
-16% -$216K 0.04% 409
2021
Q3
$1.32M Sell
4,997
-684
-12% -$180K 0.05% 367
2021
Q2
$1.48M Sell
5,681
-406
-7% -$105K 0.05% 382
2021
Q1
$1.48M Sell
6,087
-142
-2% -$34.6K 0.06% 359
2020
Q4
$1.53M Sell
6,229
-546
-8% -$134K 0.06% 333
2020
Q3
$1.41M Sell
6,775
-79
-1% -$16.5K 0.07% 311
2020
Q2
$1.24M Sell
6,854
-40
-0.6% -$7.21K 0.06% 287
2020
Q1
$1.15M Buy
6,894
+1,310
+23% +$218K 0.06% 286
2019
Q4
$1.17M Buy
+5,584
New +$1.17M 0.06% 334