Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
14,970
-9,047
-38% -$608K 0.01% 694
2025
Q1
$1.87M Sell
24,017
-307
-1% -$23.9K 0.02% 533
2024
Q4
$1.99M Sell
24,324
-423
-2% -$34.6K 0.02% 524
2024
Q3
$1.91M Buy
24,747
+344
+1% +$26.6K 0.02% 527
2024
Q2
$1.79M Sell
24,403
-949
-4% -$69.6K 0.02% 522
2024
Q1
$2.21M Buy
25,352
+2,270
+10% +$198K 0.02% 492
2023
Q4
$1.77M Sell
23,082
-1,311
-5% -$101K 0.02% 501
2023
Q3
$1.73M Buy
24,393
+1,203
+5% +$85.1K 0.02% 500
2023
Q2
$1.94M Sell
23,190
-1,930
-8% -$162K 0.03% 475
2023
Q1
$1.61M Buy
25,120
+62
+0.2% +$3.99K 0.02% 514
2022
Q4
$1.53M Buy
25,058
+5,374
+27% +$327K 0.02% 509
2022
Q3
$1.3M Buy
19,684
+2,643
+16% +$175K 0.03% 510
2022
Q2
$1.54M Buy
17,041
+4,171
+32% +$377K 0.03% 440
2022
Q1
$1.24M Buy
12,870
+799
+7% +$77.1K 0.02% 522
2021
Q4
$1.57M Buy
12,071
+2,325
+24% +$303K 0.02% 448
2021
Q3
$1.25M Sell
9,746
-646
-6% -$82.7K 0.02% 483
2021
Q2
$1.34M Buy
10,392
+2,188
+27% +$283K 0.02% 477
2021
Q1
$1.09M Sell
8,204
-281
-3% -$37.3K 0.02% 455
2020
Q4
$801K Buy
8,485
+596
+8% +$56.3K 0.02% 536
2020
Q3
$725K Buy
7,889
+107
+1% +$9.83K 0.02% 515
2020
Q2
$697K Buy
+7,782
New +$697K 0.02% 476