Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
18,425
+1,156
+7% +$91.5K 0.14% 103
2025
Q1
$1.55M Sell
17,269
-2,212
-11% -$199K 0.16% 89
2024
Q4
$1.94M Buy
19,481
+4,578
+31% +$455K 0.21% 80
2024
Q3
$1.69M Buy
14,903
+3,324
+29% +$377K 0.18% 94
2024
Q2
$1.43M Sell
11,579
-1,978
-15% -$245K 0.11% 101
2024
Q1
$1.79M Sell
13,557
-2,721
-17% -$359K 0.16% 74
2023
Q4
$1.77M Buy
16,278
+9,190
+130% +$1M 0.18% 72
2023
Q3
$730K Buy
7,088
+1,227
+21% +$126K 0.09% 105
2023
Q2
$676K Buy
5,861
+2,061
+54% +$238K 0.08% 115
2023
Q1
$404K Buy
3,800
+290
+8% +$30.9K 0.06% 123
2022
Q4
$389K Sell
3,510
-1,688
-32% -$187K 0.06% 125
2022
Q3
$448K Buy
5,198
+1,505
+41% +$130K 0.1% 100
2022
Q2
$337K Sell
3,693
-3,286
-47% -$300K 0.09% 133
2022
Q1
$573K Buy
6,979
+319
+5% +$26.2K 0.12% 121
2021
Q4
$510K Sell
6,660
-4,182
-39% -$320K 0.11% 131
2021
Q3
$814K Buy
10,842
+2,746
+34% +$206K 0.16% 106
2021
Q2
$630K Buy
8,096
+1,700
+27% +$132K 0.15% 99
2021
Q1
$471K Buy
6,396
+510
+9% +$37.6K 0.13% 115
2020
Q4
$459K Buy
5,886
+493
+9% +$38.4K 0.15% 104
2020
Q3
$427K Buy
5,393
+1,731
+47% +$137K 0.17% 90
2020
Q2
$270K Sell
3,662
-232
-6% -$17.1K 0.13% 113
2020
Q1
$286K Sell
3,894
-1,573
-29% -$116K 0.16% 95
2019
Q4
$474K Buy
+5,467
New +$474K 0.23% 76