Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
64,128
+20,616
+47% +$842K 0.02% 477
2025
Q1
$1.97M Buy
43,512
+47
+0.1% +$2.12K 0.02% 526
2024
Q4
$1.89M Sell
43,465
-479
-1% -$20.8K 0.02% 540
2024
Q3
$1.99M Buy
43,944
+543
+1% +$24.6K 0.02% 518
2024
Q2
$1.79M Sell
43,401
-2,604
-6% -$107K 0.02% 524
2024
Q1
$1.72M Buy
46,005
+3,443
+8% +$129K 0.02% 559
2023
Q4
$1.63M Sell
42,562
-5,064
-11% -$194K 0.02% 526
2023
Q3
$1.7M Buy
47,626
+2,165
+5% +$77.2K 0.02% 505
2023
Q2
$1.95M Buy
45,461
+795
+2% +$34.2K 0.03% 472
2023
Q1
$1.83M Buy
44,666
+944
+2% +$38.8K 0.03% 479
2022
Q4
$1.69M Buy
43,722
+8,078
+23% +$313K 0.03% 489
2022
Q3
$1.49M Buy
35,644
+6,232
+21% +$260K 0.03% 468
2022
Q2
$1.35M Buy
29,412
+9,545
+48% +$439K 0.03% 486
2022
Q1
$1.14M Buy
19,867
+1,396
+8% +$80.1K 0.02% 551
2021
Q4
$1.11M Buy
18,471
+3,925
+27% +$235K 0.02% 569
2021
Q3
$771K Sell
14,546
-2,126
-13% -$113K 0.01% 677
2021
Q2
$817K Buy
16,672
+4,110
+33% +$201K 0.02% 686
2021
Q1
$551K Sell
12,562
-162
-1% -$7.11K 0.01% 730
2020
Q4
$489K Buy
12,724
+690
+6% +$26.5K 0.01% 754
2020
Q3
$392K Buy
12,034
+12
+0.1% +$391 0.01% 752
2020
Q2
$449K Buy
+12,022
New +$449K 0.01% 652