Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
4,400
+527
+14% +$247K 0.07% 202
2025
Q1
$1.8M Buy
3,873
+192
+5% +$89.4K 0.07% 223
2024
Q4
$1.54M Buy
3,681
+383
+12% +$160K 0.05% 254
2024
Q3
$1.57M Sell
3,298
-3,768
-53% -$1.8M 0.06% 241
2024
Q2
$3.1M Buy
7,066
+115
+2% +$50.5K 0.11% 135
2024
Q1
$3.23M Buy
6,951
+3,297
+90% +$1.53M 0.12% 134
2023
Q4
$1.5M Buy
3,654
+132
+4% +$54.2K 0.07% 221
2023
Q3
$1.31M Buy
3,522
+117
+3% +$43.6K 0.07% 235
2023
Q2
$1.3M Sell
3,405
-169
-5% -$64.4K 0.06% 257
2023
Q1
$1.27M Sell
3,574
-74
-2% -$26.3K 0.06% 259
2022
Q4
$1.19M Buy
3,648
+19
+0.5% +$6.2K 0.07% 262
2022
Q3
$978K Sell
3,629
-89
-2% -$24K 0.05% 292
2022
Q2
$1.07M Sell
3,718
-47
-1% -$13.5K 0.06% 277
2022
Q1
$1.2M Buy
3,765
+435
+13% +$139K 0.06% 296
2021
Q4
$1.15M Sell
3,330
-85
-2% -$29.5K 0.05% 326
2021
Q3
$1M Sell
3,415
-1
-0% -$293 0.05% 353
2021
Q2
$988K Sell
3,416
-647
-16% -$187K 0.05% 374
2021
Q1
$1.14M Buy
4,063
+130
+3% +$36.4K 0.06% 291
2020
Q4
$1.04M Buy
3,933
+320
+9% +$84.3K 0.09% 237
2020
Q3
$860K Sell
3,613
-24
-0.7% -$5.71K 0.08% 250
2020
Q2
$771K Sell
3,637
-243
-6% -$51.5K 0.07% 281
2020
Q1
$671K Sell
3,880
-664
-15% -$115K 0.08% 278
2019
Q4
$967K Buy
4,544
+215
+5% +$45.8K 0.09% 261
2019
Q3
$839K Sell
4,329
-76
-2% -$14.7K 0.08% 278
2019
Q2
$885K Buy
4,405
+177
+4% +$35.6K 0.09% 255
2019
Q1
$744K Buy
4,228
+167
+4% +$29.4K 0.08% 291
2018
Q4
$634K Buy
+4,061
New +$634K 0.08% 285