Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Buy
44,299
+250
+0.6% +$5.6K 0.03% 536
2025
Q1
$1M Sell
44,049
-11,227
-20% -$255K 0.03% 481
2024
Q4
$1.11M Sell
55,276
-5,555
-9% -$111K 0.03% 435
2024
Q3
$1.43M Buy
60,831
+31,143
+105% +$731K 0.05% 338
2024
Q2
$920K Sell
29,688
-11,289
-28% -$350K 0.05% 343
2024
Q1
$1.81M Buy
40,977
+11,313
+38% +$500K 0.07% 245
2023
Q4
$1.49M Buy
29,664
+5,962
+25% +$299K 0.1% 195
2023
Q3
$843K Sell
23,702
-5,018
-17% -$178K 0.06% 258
2023
Q2
$960K Sell
28,720
-3,895
-12% -$130K 0.04% 340
2023
Q1
$1.07M Sell
32,615
-125
-0.4% -$4.08K 0.05% 295
2022
Q4
$866K Buy
32,740
+3,782
+13% +$100K 0.05% 309
2022
Q3
$746K Sell
28,958
-12,324
-30% -$317K 0.04% 319
2022
Q2
$1.55M Buy
41,282
+7,877
+24% +$295K 0.08% 196
2022
Q1
$1.66M Buy
33,405
+2,869
+9% +$142K 0.09% 192
2021
Q4
$1.57M Buy
30,536
+2,223
+8% +$115K 0.08% 216
2021
Q3
$1.55M Sell
28,313
-627
-2% -$34.3K 0.09% 196
2021
Q2
$1.63M Buy
28,940
+5,541
+24% +$311K 0.1% 177
2021
Q1
$1.5M Buy
23,399
+3,891
+20% +$249K 0.11% 158
2020
Q4
$972K Buy
19,508
+11,583
+146% +$577K 0.08% 188
2020
Q3
$411K Buy
7,925
+48
+0.6% +$2.49K 0.06% 179
2020
Q2
$471K Buy
7,877
+562
+8% +$33.6K 0.07% 156
2020
Q1
$396K Sell
7,315
-2,261
-24% -$122K 0.08% 122
2019
Q4
$573K Buy
9,576
+2,327
+32% +$139K 0.1% 100
2019
Q3
$374K Buy
7,249
+936
+15% +$48.3K 0.07% 112
2019
Q2
$302K Buy
6,313
+1,761
+39% +$84.2K 0.06% 125
2019
Q1
$244K Buy
+4,552
New +$244K 0.06% 112