Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Buy
7,685
+44
+0.6% +$9.43K 0.01% 579
2025
Q1
$1.54M Buy
7,641
+143
+2% +$28.8K 0.01% 580
2024
Q4
$1.57M Sell
7,498
-17
-0.2% -$3.56K 0.01% 585
2024
Q3
$1.97M Buy
7,515
+124
+2% +$32.6K 0.02% 522
2024
Q2
$1.71M Sell
7,391
-24
-0.3% -$5.57K 0.02% 530
2024
Q1
$2.04M Buy
7,415
+503
+7% +$138K 0.02% 514
2023
Q4
$1.83M Sell
6,912
-581
-8% -$153K 0.02% 495
2023
Q3
$1.67M Buy
7,493
+256
+4% +$57.1K 0.02% 509
2023
Q2
$1.8M Sell
7,237
-1,485
-17% -$369K 0.02% 490
2023
Q1
$1.94M Buy
8,722
+304
+4% +$67.6K 0.03% 463
2022
Q4
$2M Buy
8,418
+1,192
+16% +$283K 0.03% 436
2022
Q3
$1.53M Buy
7,226
+719
+11% +$153K 0.03% 455
2022
Q2
$1.32M Buy
6,507
+1,912
+42% +$387K 0.03% 497
2022
Q1
$1.04M Sell
4,595
-2,542
-36% -$577K 0.02% 583
2021
Q4
$1.82M Sell
7,137
-54
-0.8% -$13.8K 0.03% 410
2021
Q3
$1.71M Sell
7,191
-194
-3% -$46.2K 0.03% 383
2021
Q2
$1.62M Sell
7,385
-3,185
-30% -$699K 0.03% 415
2021
Q1
$2.1M Buy
10,570
+10
+0.1% +$1.99K 0.04% 303
2020
Q4
$2.12M Buy
10,560
+48
+0.5% +$9.65K 0.05% 305
2020
Q3
$2.02M Buy
10,512
+990
+10% +$190K 0.05% 284
2020
Q2
$1.81M Buy
+9,522
New +$1.81M 0.05% 281