Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Sell
5,723
-353
-6% -$119K 0.02% 548
2025
Q1
$1.37M Buy
6,076
+67
+1% +$15.1K 0.01% 601
2024
Q4
$1.71M Buy
6,009
+241
+4% +$68.5K 0.02% 564
2024
Q3
$2.4M Sell
5,768
-160
-3% -$66.6K 0.02% 472
2024
Q2
$2.51M Sell
5,928
-276
-4% -$117K 0.03% 445
2024
Q1
$2.27M Sell
6,204
-243
-4% -$89K 0.02% 487
2023
Q4
$1.65M Sell
6,447
-270
-4% -$69.3K 0.02% 521
2023
Q3
$1.21M Sell
6,717
-147
-2% -$26.4K 0.02% 596
2023
Q2
$1.37M Buy
6,864
+2,189
+47% +$438K 0.02% 562
2023
Q1
$858K Buy
4,675
+35
+0.8% +$6.43K 0.01% 699
2022
Q4
$639K Sell
4,640
-41
-0.9% -$5.64K 0.01% 803
2022
Q3
$587K Sell
4,681
-200
-4% -$25.1K 0.01% 775
2022
Q2
$364K Buy
4,881
+280
+6% +$20.9K 0.01% 963
2022
Q1
$540K Sell
4,601
-64
-1% -$7.51K 0.01% 872
2021
Q4
$806K Sell
4,665
-96
-2% -$16.6K 0.01% 704
2021
Q3
$780K Buy
4,761
+17
+0.4% +$2.79K 0.01% 674
2021
Q2
$748K Buy
4,744
+1,428
+43% +$225K 0.01% 735
2021
Q1
$422K Sell
3,316
-683
-17% -$86.9K 0.01% 852
2020
Q4
$530K Sell
3,999
-17
-0.4% -$2.25K 0.01% 708
2020
Q3
$549K Buy
+4,016
New +$549K 0.01% 606