Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Sell
74,770
-17,658
-19% -$168K ﹤0.01% 2711
2025
Q1
$1.12M Sell
92,428
-10,658
-10% -$129K ﹤0.01% 2472
2024
Q4
$1.45M Buy
103,086
+9,772
+10% +$137K ﹤0.01% 2347
2024
Q3
$1.62M Buy
93,314
+30,571
+49% +$530K ﹤0.01% 2203
2024
Q2
$1.04M Buy
62,743
+15,116
+32% +$249K ﹤0.01% 2242
2024
Q1
$874K Sell
47,627
-1,881
-4% -$34.5K ﹤0.01% 2466
2023
Q4
$894K Buy
49,508
+11,728
+31% +$212K ﹤0.01% 2244
2023
Q3
$667K Sell
37,780
-31,953
-46% -$564K ﹤0.01% 2202
2023
Q2
$1.36M Buy
69,733
+45,690
+190% +$892K ﹤0.01% 2000
2023
Q1
$467K Sell
24,043
-2,594
-10% -$50.4K ﹤0.01% 2578
2022
Q4
$567K Buy
26,637
+2,936
+12% +$62.5K ﹤0.01% 2441
2022
Q3
$525K Sell
23,701
-12,584
-35% -$279K ﹤0.01% 2554
2022
Q2
$899K Buy
36,285
+30,214
+498% +$749K ﹤0.01% 2156
2022
Q1
$211K Buy
6,071
+2,546
+72% +$88.5K ﹤0.01% 3376
2021
Q4
$134K Sell
3,525
-3,677
-51% -$140K ﹤0.01% 3817
2021
Q3
$277K Buy
7,202
+2,783
+63% +$107K ﹤0.01% 3220
2021
Q2
$148K Buy
4,419
+371
+9% +$12.4K ﹤0.01% 3704
2021
Q1
$143K Buy
4,048
+1,481
+58% +$52.3K ﹤0.01% 3545
2020
Q4
$77K Buy
2,567
+1,098
+75% +$32.9K ﹤0.01% 3850
2020
Q3
$55K Buy
+1,469
New +$55K ﹤0.01% 3436