Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
28,644
+1,233
+4% +$96.1K 0.02% 511
2025
Q1
$2.02M Sell
27,411
-166
-0.6% -$12.2K 0.02% 522
2024
Q4
$2.25M Buy
27,577
+4,372
+19% +$357K 0.02% 499
2024
Q3
$1.62M Buy
23,205
+2,465
+12% +$172K 0.02% 567
2024
Q2
$1.23M Sell
20,740
-173
-0.8% -$10.2K 0.01% 624
2024
Q1
$1.37M Buy
20,913
+11,634
+125% +$761K 0.01% 638
2023
Q4
$667K Buy
9,279
+179
+2% +$12.9K 0.01% 831
2023
Q3
$636K Buy
9,100
+401
+5% +$28K 0.01% 797
2023
Q2
$590K Sell
8,699
-12,553
-59% -$852K 0.01% 839
2023
Q1
$1.57M Sell
21,252
-375
-2% -$27.7K 0.02% 521
2022
Q4
$1.47M Buy
21,627
+4,030
+23% +$273K 0.02% 522
2022
Q3
$1.3M Buy
17,597
+455
+3% +$33.5K 0.02% 513
2022
Q2
$1.85M Sell
17,142
-7,610
-31% -$822K 0.04% 392
2022
Q1
$2.9M Buy
24,752
+35
+0.1% +$4.1K 0.05% 284
2021
Q4
$4.55M Buy
24,717
+382
+2% +$70.3K 0.07% 224
2021
Q3
$6.36M Sell
24,335
-627
-3% -$164K 0.12% 147
2021
Q2
$9.66M Buy
24,962
+6,708
+37% +$2.6M 0.18% 102
2021
Q1
$5.87M Buy
18,254
+733
+4% +$236K 0.12% 147
2020
Q4
$5.91M Buy
17,521
+42
+0.2% +$14.2K 0.13% 137
2020
Q3
$8.22M Buy
17,479
+96
+0.6% +$45.1K 0.2% 99
2020
Q2
$4.41M Buy
+17,383
New +$4.41M 0.11% 165