Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.51M Buy
79,989
+15,345
+24% +$866K 0.04% 352
2025
Q1
$3.49M Buy
64,644
+1,150
+2% +$62.1K 0.03% 390
2024
Q4
$2.94M Sell
63,494
-21
-0% -$973 0.03% 432
2024
Q3
$3.21M Sell
63,515
-1,349
-2% -$68.2K 0.03% 410
2024
Q2
$3.16M Buy
64,864
+3,615
+6% +$176K 0.03% 398
2024
Q1
$2.83M Buy
61,249
+1,561
+3% +$72.2K 0.03% 426
2023
Q4
$2.61M Sell
59,688
-2,895
-5% -$126K 0.03% 414
2023
Q3
$2.34M Buy
62,583
+8,067
+15% +$301K 0.03% 418
2023
Q2
$2.33M Sell
54,516
-15
-0% -$642 0.03% 435
2023
Q1
$2.05M Buy
54,531
+1,687
+3% +$63.3K 0.03% 450
2022
Q4
$1.93M Buy
52,844
+4,023
+8% +$147K 0.03% 444
2022
Q3
$1.69M Buy
48,821
+3,669
+8% +$127K 0.03% 428
2022
Q2
$1.58M Buy
45,152
+8,903
+25% +$311K 0.03% 432
2022
Q1
$1.27M Buy
36,249
+188
+0.5% +$6.59K 0.02% 513
2021
Q4
$1.23M Buy
36,061
+2,823
+8% +$96.6K 0.02% 532
2021
Q3
$1.17M Sell
33,238
-867
-3% -$30.6K 0.02% 498
2021
Q2
$1.17M Buy
34,105
+4,432
+15% +$152K 0.02% 524
2021
Q1
$1.02M Sell
29,673
-25
-0.1% -$860 0.02% 471
2020
Q4
$1.16M Buy
29,698
+427
+1% +$16.7K 0.03% 433
2020
Q3
$1.06M Buy
29,271
+421
+1% +$15.2K 0.03% 404
2020
Q2
$815K Buy
+28,850
New +$815K 0.02% 433