Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
2,809
-44
-2% -$20.6K 0.05% 231
2025
Q1
$1.33M Buy
2,853
+150
+6% +$69.8K 0.05% 240
2024
Q4
$1.13M Buy
2,703
+263
+11% +$110K 0.04% 239
2024
Q3
$1.16M Buy
2,440
+41
+2% +$19.6K 0.05% 263
2024
Q2
$1.05M Sell
2,399
-75
-3% -$32.9K 0.05% 276
2024
Q1
$1.15M Buy
2,474
+49
+2% +$22.8K 0.06% 263
2023
Q4
$996K Sell
2,425
-9
-0.4% -$3.7K 0.05% 258
2023
Q3
$906K Sell
2,434
-22
-0.9% -$8.19K 0.05% 265
2023
Q2
$936K Buy
2,456
+14
+0.6% +$5.34K 0.05% 285
2023
Q1
$872K Buy
2,442
+107
+5% +$38.2K 0.05% 290
2022
Q4
$762K Buy
2,335
+1,055
+82% +$344K 0.05% 311
2022
Q3
$345K Sell
1,280
-72
-5% -$19.4K 0.02% 378
2022
Q2
$389K Sell
1,352
-61
-4% -$17.6K 0.03% 361
2022
Q1
$451K Buy
1,413
+173
+14% +$55.2K 0.04% 279
2021
Q4
$430K Buy
1,240
+78
+7% +$27K 0.03% 256
2021
Q3
$341K Buy
1,162
+173
+17% +$50.8K 0.03% 303
2021
Q2
$286K Buy
989
+157
+19% +$45.4K 0.02% 300
2021
Q1
$233K Buy
832
+157
+23% +$44K 0.02% 290
2020
Q4
$178K Buy
675
+205
+44% +$54.1K 0.02% 298
2020
Q3
$112K Sell
470
-10
-2% -$2.38K 0.01% 305
2020
Q2
$102K Buy
480
+330
+220% +$70.1K 0.01% 286
2020
Q1
$26K Sell
150
-47
-24% -$8.15K ﹤0.01% 348
2019
Q4
$42K Sell
197
-11
-5% -$2.35K 0.01% 298
2019
Q3
$40K Sell
208
-5,403
-96% -$1.04M 0.01% 306
2019
Q2
$1.13M Sell
5,611
-1,067
-16% -$214K 0.18% 119
2019
Q1
$1.18M Buy
6,678
+1,255
+23% +$221K 0.21% 120
2018
Q4
$846K Buy
+5,423
New +$846K 0.18% 100