Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
57,838
-7,977
-12% -$73.5K ﹤0.01% 3478
2025
Q1
$792K Sell
65,815
-14,631
-18% -$176K ﹤0.01% 3272
2024
Q4
$888K Buy
80,446
+8,214
+11% +$90.7K ﹤0.01% 3270
2024
Q3
$1.17M Sell
72,232
-10,992
-13% -$178K ﹤0.01% 3145
2024
Q2
$903K Sell
83,224
-10,167
-11% -$110K ﹤0.01% 3193
2024
Q1
$1.31M Sell
93,391
-17,748
-16% -$248K ﹤0.01% 3064
2023
Q4
$1.17M Sell
111,139
-13,317
-11% -$140K ﹤0.01% 3124
2023
Q3
$1.14M Buy
124,456
+93,185
+298% +$852K ﹤0.01% 3079
2023
Q2
$227K Buy
31,271
+340
+1% +$2.47K ﹤0.01% 3692
2023
Q1
$262K Sell
30,931
-1,300
-4% -$11K ﹤0.01% 3649
2022
Q4
$242K Buy
32,231
+990
+3% +$7.43K ﹤0.01% 3656
2022
Q3
$251K Sell
31,241
-380
-1% -$3.05K ﹤0.01% 3637
2022
Q2
$367K Sell
31,621
-1,090
-3% -$12.7K ﹤0.01% 3497
2022
Q1
$367K Buy
32,711
+720
+2% +$8.08K ﹤0.01% 3577
2021
Q4
$208K Sell
31,991
-3,510
-10% -$22.8K ﹤0.01% 3777
2021
Q3
$271K Sell
35,501
-1,723
-5% -$13.2K ﹤0.01% 3610
2021
Q2
$471K Buy
37,224
+3,350
+10% +$42.4K ﹤0.01% 3473
2021
Q1
$440K Sell
33,874
-300
-0.9% -$3.9K ﹤0.01% 3453
2020
Q4
$115K Sell
34,174
-3,197
-9% -$10.8K ﹤0.01% 3672
2020
Q3
$146K Sell
37,371
-2,530
-6% -$9.88K ﹤0.01% 3598
2020
Q2
$211K Buy
39,901
+2,485
+7% +$13.1K ﹤0.01% 3479
2020
Q1
$155K Sell
37,416
-639
-2% -$2.65K ﹤0.01% 3479
2019
Q4
$463K Sell
38,055
-2,927
-7% -$35.6K ﹤0.01% 3357
2019
Q3
$640K Buy
40,982
+1,475
+4% +$23K ﹤0.01% 3209
2019
Q2
$578K Sell
39,507
-226
-0.6% -$3.31K ﹤0.01% 3267
2019
Q1
$897K Buy
+39,733
New +$897K ﹤0.01% 3082