Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Sell
43,115
-11,261
-21% -$480K 0.01% 516
2025
Q1
$1.77M Buy
54,376
+995
+2% +$32.3K 0.01% 505
2024
Q4
$1.79M Sell
53,381
-5,886
-10% -$197K 0.01% 490
2024
Q3
$1.74M Sell
59,267
-4,171
-7% -$122K 0.01% 505
2024
Q2
$1.73M Sell
63,438
-8,585
-12% -$234K 0.01% 485
2024
Q1
$1.15M Buy
72,023
+9,622
+15% +$153K 0.01% 571
2023
Q4
$1.47M Sell
62,401
-13,709
-18% -$324K 0.01% 479
2023
Q3
$1.39M Sell
76,110
-7,284
-9% -$133K 0.01% 447
2023
Q2
$3.29M Sell
83,394
-58,378
-41% -$2.3M 0.02% 314
2023
Q1
$5.3M Buy
141,772
+6,283
+5% +$235K 0.04% 258
2022
Q4
$5.02M Buy
135,489
+44,054
+48% +$1.63M 0.04% 252
2022
Q3
$2.81M Sell
91,435
-2,950
-3% -$90.6K 0.02% 309
2022
Q2
$3.28M Sell
94,385
-54,358
-37% -$1.89M 0.03% 300
2022
Q1
$6.07M Buy
148,743
+71,769
+93% +$2.93M 0.04% 238
2021
Q4
$4.54M Sell
76,974
-19,810
-20% -$1.17M 0.03% 270
2021
Q3
$6.59M Buy
96,784
+35,656
+58% +$2.43M 0.05% 211
2021
Q2
$4.86M Buy
61,128
+47,387
+345% +$3.77M 0.04% 218
2021
Q1
$1.16M Buy
13,741
+8,456
+160% +$716K 0.01% 360
2020
Q4
$475K Sell
5,285
-275
-5% -$24.7K ﹤0.01% 536
2020
Q3
$305K Buy
5,560
+565
+11% +$31K ﹤0.01% 573
2020
Q2
$223K Buy
+4,995
New +$223K ﹤0.01% 618