Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
4,024
+172
+4% +$80.7K 0.21% 91
2025
Q1
$1.79M Buy
3,852
+22
+0.6% +$10.2K 0.22% 91
2024
Q4
$1.6M Sell
3,830
-136
-3% -$56.9K 0.19% 105
2024
Q3
$1.89M Sell
3,966
-66
-2% -$31.5K 0.23% 87
2024
Q2
$1.77M Sell
4,032
-193
-5% -$84.7K 0.23% 84
2024
Q1
$1.96M Sell
4,225
-145
-3% -$67.3K 0.26% 76
2023
Q4
$1.79M Sell
4,370
-48
-1% -$19.7K 0.25% 81
2023
Q3
$1.64M Buy
4,418
+39
+0.9% +$14.5K 0.26% 80
2023
Q2
$1.67M Sell
4,379
-350
-7% -$133K 0.25% 83
2023
Q1
$1.68M Buy
4,729
+46
+1% +$16.4K 0.27% 79
2022
Q4
$1.53M Sell
4,683
-255
-5% -$83.2K 0.27% 81
2022
Q3
$1.33M Buy
4,938
+99
+2% +$26.7K 0.26% 79
2022
Q2
$1.39M Buy
4,839
+42
+0.9% +$12.1K 0.27% 83
2022
Q1
$1.53M Hold
4,797
0.31% 66
2021
Q4
$1.66M Buy
4,797
+78
+2% +$27K 0.33% 64
2021
Q3
$1.38M Buy
4,719
+42
+0.9% +$12.3K 0.31% 65
2021
Q2
$1.35M Buy
4,677
+108
+2% +$31.2K 0.32% 69
2021
Q1
$1.28M Sell
4,569
-3
-0.1% -$840 0.36% 62
2020
Q4
$1.21M Buy
4,572
+33
+0.7% +$8.7K 0.36% 63
2020
Q3
$1.08M Sell
4,539
-434
-9% -$103K 0.39% 62
2020
Q2
$1.06M Sell
4,973
-208
-4% -$44.1K 0.42% 62
2020
Q1
$896K Buy
+5,181
New +$896K 0.48% 52