Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.91M Buy
21,358
+588
+3% +$108K 0.03% 388
2025
Q1
$3.65M Buy
20,770
+281
+1% +$49.4K 0.04% 377
2024
Q4
$3.84M Buy
20,489
+1,511
+8% +$283K 0.04% 375
2024
Q3
$3.64M Buy
18,978
+352
+2% +$67.5K 0.04% 383
2024
Q2
$3.36M Sell
18,626
-371
-2% -$66.9K 0.03% 387
2024
Q1
$3.37M Buy
18,997
+1,035
+6% +$183K 0.04% 386
2023
Q4
$2.76M Sell
17,962
-387
-2% -$59.5K 0.03% 388
2023
Q3
$2.56M Buy
18,349
+443
+2% +$61.8K 0.03% 392
2023
Q2
$2.64M Buy
17,906
+136
+0.8% +$20.1K 0.04% 394
2023
Q1
$2.7M Buy
17,770
+260
+1% +$39.5K 0.04% 382
2022
Q4
$2.37M Buy
17,510
+2,652
+18% +$359K 0.04% 402
2022
Q3
$1.73M Buy
14,858
+2,078
+16% +$242K 0.03% 423
2022
Q2
$1.55M Buy
12,780
+3,459
+37% +$420K 0.03% 437
2022
Q1
$1.46M Buy
9,321
+272
+3% +$42.7K 0.02% 459
2021
Q4
$1.64M Buy
9,049
+1,718
+23% +$312K 0.03% 434
2021
Q3
$1.14M Sell
7,331
-637
-8% -$99.1K 0.02% 509
2021
Q2
$1.2M Buy
7,968
+1,810
+29% +$273K 0.02% 513
2021
Q1
$844K Sell
6,158
-94
-2% -$12.9K 0.02% 543
2020
Q4
$789K Buy
6,252
+428
+7% +$54K 0.02% 543
2020
Q3
$631K Sell
5,824
-51,909
-90% -$5.62M 0.02% 554
2020
Q2
$5.58M Buy
+57,733
New +$5.58M 0.14% 141