Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Hold
76,456
0.02% 397
2025
Q1
$2.12M Sell
76,456
-1,235
-2% -$34.2K 0.02% 342
2024
Q4
$2.54M Sell
77,691
-22,456
-22% -$733K 0.03% 315
2024
Q3
$3.59M Sell
100,147
-27,014
-21% -$969K 0.04% 262
2024
Q2
$4.45M Sell
127,161
-15,176
-11% -$531K 0.04% 203
2024
Q1
$4.3M Buy
142,337
+14,995
+12% +$453K 0.05% 217
2023
Q4
$3.83M Buy
127,342
+75,598
+146% +$2.27M 0.05% 218
2023
Q3
$1.33M Buy
51,744
+809
+2% +$20.8K 0.02% 404
2023
Q2
$1.56M Sell
50,935
-1,640
-3% -$50.4K 0.02% 411
2023
Q1
$1.54M Buy
52,575
+2,423
+5% +$71.1K 0.02% 359
2022
Q4
$1.35M Sell
50,152
-20,511
-29% -$551K 0.02% 377
2022
Q3
$1.76M Sell
70,663
-44,464
-39% -$1.11M 0.03% 315
2022
Q2
$3.77M Sell
115,127
-27,674
-19% -$907K 0.06% 193
2022
Q1
$5.18M Sell
142,801
-7,229
-5% -$262K 0.07% 183
2021
Q4
$5.66M Buy
150,030
+10,121
+7% +$382K 0.07% 166
2021
Q3
$3.83M Sell
139,909
-9,658
-6% -$264K 0.06% 200
2021
Q2
$4.52M Buy
149,567
+6,558
+5% +$198K 0.07% 161
2021
Q1
$4.54M Sell
143,009
-6,305
-4% -$200K 0.07% 157
2020
Q4
$3.99M Buy
+149,314
New +$3.99M 0.07% 163