Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
21,465
+132
+0.6% +$10.5K 0.01% 566
2025
Q1
$1.72M Buy
21,333
+52
+0.2% +$4.19K 0.02% 551
2024
Q4
$2.04M Buy
21,281
+411
+2% +$39.3K 0.02% 519
2024
Q3
$2.11M Buy
20,870
+590
+3% +$59.6K 0.02% 504
2024
Q2
$1.83M Sell
20,280
-82
-0.4% -$7.39K 0.02% 515
2024
Q1
$2.21M Buy
20,362
+1,089
+6% +$118K 0.02% 491
2023
Q4
$2.28M Sell
19,273
-1,347
-7% -$159K 0.03% 445
2023
Q3
$2.2M Buy
20,620
+110
+0.5% +$11.7K 0.03% 435
2023
Q2
$1.84M Sell
20,510
-768
-4% -$69K 0.02% 485
2023
Q1
$1.67M Buy
21,278
+1,031
+5% +$80.7K 0.02% 504
2022
Q4
$1.71M Buy
20,247
+3,264
+19% +$275K 0.03% 483
2022
Q3
$1.36M Buy
16,983
+2,549
+18% +$205K 0.03% 497
2022
Q2
$1.32M Buy
14,434
+3,918
+37% +$358K 0.03% 496
2022
Q1
$1.26M Buy
10,516
+265
+3% +$31.7K 0.02% 520
2021
Q4
$1.2M Buy
10,251
+1,920
+23% +$225K 0.02% 544
2021
Q3
$871K Sell
8,331
-728
-8% -$76.1K 0.02% 622
2021
Q2
$1.06M Sell
9,059
-11,567
-56% -$1.35M 0.02% 568
2021
Q1
$2.1M Sell
20,626
-41
-0.2% -$4.18K 0.04% 302
2020
Q4
$2.17M Buy
20,667
+463
+2% +$48.6K 0.05% 302
2020
Q3
$2.23M Sell
20,204
-16
-0.1% -$1.77K 0.05% 264
2020
Q2
$2.17M Buy
+20,220
New +$2.17M 0.06% 256