Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Sell
20,350
-615
-3% -$49.7K 0.01% 581
2025
Q1
$1.71M Sell
20,965
-1,626
-7% -$132K 0.02% 552
2024
Q4
$1.65M Buy
22,591
+1,681
+8% +$123K 0.02% 572
2024
Q3
$1.24M Sell
20,910
-669
-3% -$39.8K 0.01% 647
2024
Q2
$1.1M Sell
21,579
-4,103
-16% -$210K 0.01% 655
2024
Q1
$1.38M Buy
25,682
+2,508
+11% +$135K 0.01% 634
2023
Q4
$1.05M Buy
23,174
+77
+0.3% +$3.48K 0.01% 654
2023
Q3
$1.14M Sell
23,097
-3
-0% -$148 0.02% 608
2023
Q2
$1.1M Sell
23,100
-2,122
-8% -$101K 0.01% 620
2023
Q1
$998K Buy
25,222
+59
+0.2% +$2.33K 0.01% 641
2022
Q4
$1.03M Buy
25,163
+2,624
+12% +$108K 0.02% 627
2022
Q3
$875K Sell
22,539
-1,381
-6% -$53.6K 0.02% 624
2022
Q2
$814K Buy
23,920
+1,474
+7% +$50.2K 0.02% 645
2022
Q1
$707K Sell
22,446
-651
-3% -$20.5K 0.01% 738
2021
Q4
$567K Sell
23,097
-207
-0.9% -$5.08K 0.01% 857
2021
Q3
$584K Buy
23,304
+11,617
+99% +$291K 0.01% 817
2021
Q2
$332K Buy
11,687
+3,106
+36% +$88.2K 0.01% 1049
2021
Q1
$239K Sell
8,581
-148
-2% -$4.12K 0.01% 1005
2020
Q4
$200K Buy
+8,729
New +$200K ﹤0.01% 1032