Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
29,014
+1,311
+5% +$97.7K 0.06% 218
2025
Q1
$1.74M Sell
27,703
-349
-1% -$22K 0.06% 223
2024
Q4
$1.6M Sell
28,052
-640
-2% -$36.5K 0.05% 240
2024
Q3
$1.69M Sell
28,692
-73
-0.3% -$4.29K 0.06% 238
2024
Q2
$1.55M Sell
28,765
-1,214
-4% -$65.5K 0.06% 226
2024
Q1
$1.73M Buy
29,979
+2,389
+9% +$138K 0.07% 206
2023
Q4
$1.32M Sell
27,590
-3,387
-11% -$162K 0.07% 165
2023
Q3
$1.58M Sell
30,977
-1,463
-5% -$74.8K 0.07% 200
2023
Q2
$1.86M Sell
32,440
-605
-2% -$34.7K 0.08% 183
2023
Q1
$1.99M Sell
33,045
-64
-0.2% -$3.86K 0.09% 177
2022
Q4
$1.95M Buy
33,109
+2,409
+8% +$142K 0.09% 188
2022
Q3
$1.75M Sell
30,700
-6,000
-16% -$343K 0.12% 138
2022
Q2
$1.99M Sell
36,700
-356
-1% -$19.3K 0.09% 182
2022
Q1
$2.13M Sell
37,056
-301
-0.8% -$17.3K 0.08% 195
2021
Q4
$1.77M Sell
37,357
-2,341
-6% -$111K 0.06% 211
2021
Q3
$1.67M Sell
39,698
-5,483
-12% -$231K 0.06% 221
2021
Q2
$2M Sell
45,181
-3,672
-8% -$163K 0.07% 209
2021
Q1
$2.28M Buy
+48,853
New +$2.28M 0.09% 193
2020
Q3
$1.56M Sell
54,029
-6,411
-11% -$185K 0.07% 208
2020
Q2
$1.62M Sell
60,440
-9,343
-13% -$250K 0.08% 201
2020
Q1
$1.64M Sell
69,783
-17,018
-20% -$400K 0.1% 180
2019
Q4
$2.57M Sell
86,801
-15,804
-15% -$467K 0.12% 155
2019
Q3
$2.87M Sell
102,605
-37,659
-27% -$1.05M 0.14% 142
2019
Q2
$4.15M Buy
+140,264
New +$4.15M 0.2% 111