Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
5,662
-9
-0.2% -$2.86K 0.16% 126
2025
Q1
$1.47M Sell
5,671
-83
-1% -$21.5K 0.14% 136
2024
Q4
$2.32M Sell
5,754
-269
-4% -$109K 0.21% 102
2024
Q3
$1.58M Buy
6,023
+59
+1% +$15.4K 0.15% 135
2024
Q2
$1.18M Buy
5,964
+174
+3% +$34.4K 0.12% 149
2024
Q1
$1.02M Sell
5,790
-53
-0.9% -$9.32K 0.1% 164
2023
Q4
$1.45M Sell
5,843
-461
-7% -$115K 0.15% 131
2023
Q3
$1.58M Buy
6,304
+1,397
+28% +$350K 0.19% 121
2023
Q2
$1.29M Buy
4,907
+814
+20% +$213K 0.15% 135
2023
Q1
$849K Sell
4,093
-615
-13% -$128K 0.1% 165
2022
Q4
$580K Sell
4,708
-125
-3% -$15.4K 0.07% 196
2022
Q3
$1.28M Buy
4,833
+687
+17% +$182K 0.18% 120
2022
Q2
$931K Sell
4,146
-288
-6% -$64.7K 0.21% 86
2022
Q1
$1.59M Sell
4,434
-294
-6% -$106K 0.19% 117
2021
Q4
$1.67M Sell
4,728
-1,080
-19% -$380K 0.2% 116
2021
Q3
$1.5M Buy
5,808
+1,572
+37% +$406K 0.2% 113
2021
Q2
$960K Sell
4,236
-138
-3% -$31.3K 0.21% 91
2021
Q1
$974K Sell
4,374
-498
-10% -$111K 0.24% 84
2020
Q4
$1.15M Buy
4,872
+132
+3% +$31K 0.3% 72
2020
Q3
$678K Sell
4,740
-60
-1% -$8.58K 0.21% 94
2020
Q2
$346K Buy
+4,800
New +$346K 0.12% 133