Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
11,432
-2,239
-16% -$507K 0.04% 274
2025
Q1
$2.27M Sell
13,671
-109
-0.8% -$18.1K 0.04% 275
2024
Q4
$2.72M Sell
13,780
-183
-1% -$36.1K 0.04% 250
2024
Q3
$2.42M Buy
13,963
+4,150
+42% +$721K 0.04% 270
2024
Q2
$1.71M Buy
9,813
+6,454
+192% +$1.12M 0.03% 298
2024
Q1
$492K Buy
3,359
+584
+21% +$85.5K 0.02% 313
2023
Q4
$289K Sell
2,775
-2,469
-47% -$257K 0.02% 402
2023
Q3
$456K Buy
5,244
+4,024
+330% +$350K 0.01% 421
2023
Q2
$123K Sell
1,220
-462
-27% -$46.6K 0.01% 525
2023
Q1
$156K Sell
1,682
-694
-29% -$64.6K 0.01% 430
2022
Q4
$177K Buy
2,376
+639
+37% +$47.6K 0.01% 399
2022
Q3
$119K Sell
1,737
-182
-9% -$12.5K 0.01% 443
2022
Q2
$157K Sell
1,919
-1,190
-38% -$97.4K 0.01% 413
2022
Q1
$324K Buy
3,109
+2,134
+219% +$222K 0.02% 336
2021
Q4
$117K Sell
975
-660
-40% -$79.2K 0.01% 494
2021
Q3
$183K Buy
1,635
+823
+101% +$92.1K 0.01% 383
2021
Q2
$98K Sell
812
-237
-23% -$28.6K 0.01% 456
2021
Q1
$124K Buy
1,049
+519
+98% +$61.4K 0.01% 403
2020
Q4
$58K Buy
530
+135
+34% +$14.8K 0.01% 493
2020
Q3
$32K Sell
395
-105
-21% -$8.51K ﹤0.01% 529
2020
Q2
$28K Hold
500
﹤0.01% 497
2020
Q1
$24K Buy
+500
New +$24K ﹤0.01% 486