Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Buy
17,048
+338
+2% +$32.7K 0.01% 578
2025
Q1
$1.77M Sell
16,710
-333
-2% -$35.2K 0.02% 547
2024
Q4
$1.9M Sell
17,043
-522
-3% -$58.3K 0.02% 536
2024
Q3
$2.24M Buy
17,565
+441
+3% +$56.3K 0.02% 490
2024
Q2
$1.8M Sell
17,124
-398
-2% -$41.7K 0.02% 520
2024
Q1
$1.84M Buy
17,522
+1,583
+10% +$166K 0.02% 540
2023
Q4
$1.74M Sell
15,939
-1,683
-10% -$184K 0.02% 504
2023
Q3
$1.95M Buy
17,622
+959
+6% +$106K 0.03% 468
2023
Q2
$1.98M Buy
16,663
+106
+0.6% +$12.6K 0.03% 468
2023
Q1
$2.21M Buy
16,557
+720
+5% +$95.9K 0.03% 435
2022
Q4
$2.22M Buy
15,837
+3,005
+23% +$421K 0.04% 420
2022
Q3
$1.54M Buy
12,832
+1,650
+15% +$199K 0.03% 452
2022
Q2
$1.59M Buy
11,182
+2,975
+36% +$423K 0.03% 431
2022
Q1
$1.43M Buy
8,207
+198
+2% +$34.5K 0.02% 470
2021
Q4
$1.61M Buy
8,009
+2,205
+38% +$443K 0.03% 442
2021
Q3
$1.01M Sell
5,804
-543
-9% -$94.1K 0.02% 559
2021
Q2
$980K Sell
6,347
-676
-10% -$104K 0.02% 606
2021
Q1
$901K Sell
7,023
-108
-2% -$13.9K 0.02% 512
2020
Q4
$1.02M Buy
7,131
+309
+5% +$44.3K 0.02% 457
2020
Q3
$856K Sell
6,822
-27
-0.4% -$3.39K 0.02% 454
2020
Q2
$672K Buy
+6,849
New +$672K 0.02% 488