Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Sell
27,321
-4,219
-13% -$121K 0.01% 781
2025
Q1
$842K Sell
31,540
-605
-2% -$16.2K 0.01% 754
2024
Q4
$966K Sell
32,145
-452
-1% -$13.6K 0.01% 737
2024
Q3
$829K Sell
32,597
-2,861
-8% -$72.8K 0.01% 766
2024
Q2
$797K Sell
35,458
-32,263
-48% -$725K 0.01% 755
2024
Q1
$1.65M Buy
67,721
+11,627
+21% +$283K 0.02% 568
2023
Q4
$1.65M Sell
56,094
-888
-2% -$26.2K 0.02% 522
2023
Q3
$1.55M Sell
56,982
-631
-1% -$17.2K 0.02% 524
2023
Q2
$1.54M Buy
57,613
+22,568
+64% +$602K 0.02% 535
2023
Q1
$758K Sell
35,045
-203
-0.6% -$4.39K 0.01% 755
2022
Q4
$789K Buy
35,248
+4,365
+14% +$97.7K 0.01% 717
2022
Q3
$640K Sell
30,883
-475
-2% -$9.84K 0.01% 740
2022
Q2
$658K Sell
31,358
-3,021
-9% -$63.4K 0.01% 743
2022
Q1
$799K Buy
34,379
+831
+2% +$19.3K 0.01% 682
2021
Q4
$823K Sell
33,548
-1,108
-3% -$27.2K 0.01% 692
2021
Q3
$1.01M Sell
34,656
-1,226
-3% -$35.8K 0.02% 552
2021
Q2
$1.09M Buy
35,882
+10,358
+41% +$314K 0.02% 552
2021
Q1
$680K Sell
25,524
-22
-0.1% -$586 0.01% 633
2020
Q4
$567K Buy
25,546
+295
+1% +$6.55K 0.01% 681
2020
Q3
$486K Sell
25,251
-391
-2% -$7.53K 0.01% 654
2020
Q2
$558K Buy
+25,642
New +$558K 0.01% 547