Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Sell
3,626
-39
-1% -$5.94K 0.02% 354
2025
Q1
$538K Buy
3,665
+44
+1% +$6.46K 0.02% 345
2024
Q4
$467K Buy
3,621
+104
+3% +$13.4K 0.02% 352
2024
Q3
$481K Buy
3,517
+54
+2% +$7.38K 0.02% 374
2024
Q2
$354K Sell
3,463
-795
-19% -$81.2K 0.02% 424
2024
Q1
$356K Sell
4,258
-30,353
-88% -$2.53M 0.02% 421
2023
Q4
$3.16M Sell
34,611
-7,393
-18% -$676K 0.17% 162
2023
Q3
$3.29M Sell
42,004
-3,469
-8% -$272K 0.18% 146
2023
Q2
$3.81M Sell
45,473
-7,747
-15% -$648K 0.2% 152
2023
Q1
$4.66M Buy
53,220
+19,459
+58% +$1.7M 0.25% 113
2022
Q4
$3.39M Buy
33,761
+10,030
+42% +$1.01M 0.21% 141
2022
Q3
$2.19M Buy
23,731
+20,743
+694% +$1.92M 0.15% 164
2022
Q2
$323K Sell
2,988
-1,307
-30% -$141K 0.02% 378
2022
Q1
$535K Sell
4,295
-6,691
-61% -$833K 0.04% 265
2021
Q4
$1.63M Sell
10,986
-8
-0.1% -$1.19K 0.13% 165
2021
Q3
$1.61M Sell
10,994
-22
-0.2% -$3.23K 0.13% 170
2021
Q2
$1.83M Buy
11,016
+246
+2% +$40.9K 0.15% 164
2021
Q1
$1.74M Buy
10,770
+7,686
+249% +$1.24M 0.16% 168
2020
Q4
$451K Sell
3,084
-126
-4% -$18.4K 0.04% 235
2020
Q3
$430K Buy
3,210
+24
+0.8% +$3.22K 0.05% 214
2020
Q2
$416K Buy
3,186
+194
+6% +$25.3K 0.05% 209
2020
Q1
$342K Sell
2,992
-12,572
-81% -$1.44M 0.06% 196
2019
Q4
$2.3M Sell
15,564
-6,643
-30% -$980K 0.4% 61
2019
Q3
$3.05M Sell
22,207
-571
-3% -$78.5K 0.49% 51
2019
Q2
$3.3M Sell
22,778
-17,764
-44% -$2.57M 0.52% 47
2019
Q1
$7.04M Buy
40,542
+38,443
+1,831% +$6.68M 1.24% 23
2018
Q4
$334K Buy
2,099
+2,030
+2,942% +$323K 0.07% 146
2018
Q3
$12K Hold
69
﹤0.01% 247
2018
Q2
$11K Buy
+69
New +$11K ﹤0.01% 226