Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,207
Closed -$452K 52
2024
Q4
$452K Buy
2,207
+624
+39% +$128K 0.03% 44
2024
Q3
$264K Sell
1,583
-270,931
-99% -$45.1M 0.02% 50
2024
Q2
$15.8M Hold
272,514
1.23% 36
2024
Q1
$18.3M Hold
272,514
1.44% 35
2023
Q4
$16.7M Hold
272,514
1.46% 34
2023
Q3
$15.9M Hold
272,514
1.57% 33
2023
Q2
$18.2M Hold
272,514
1.71% 34
2023
Q1
$20.7M Buy
272,514
+8,363
+3% +$635K 2.16% 30
2022
Q4
$18.8M Hold
264,151
2.04% 31
2022
Q3
$22.7M Buy
264,151
+10,500
+4% +$904K 2.64% 24
2022
Q2
$17.7M Hold
253,651
1.92% 31
2022
Q1
$29.3M Buy
253,651
+162,332
+178% +$18.8M 2.67% 20
2021
Q4
$10.8M Buy
91,319
+3,503
+4% +$416K 1.35% 36
2021
Q3
$22.9M Hold
87,816
3.22% 10
2021
Q2
$25.6M Hold
87,816
3.71% 4
2021
Q1
$21.3M Sell
87,816
-22,959
-21% -$5.58M 3.38% 9
2020
Q4
$30.5M Hold
110,775
4.45% 3
2020
Q3
$21.8M Hold
110,775
4.38% 4
2020
Q2
$19.3M Sell
110,775
-23,647
-18% -$4.12M 4.22% 4
2020
Q1
$12.9M Hold
134,422
3.38% 12
2019
Q4
$14.5M Buy
134,422
+8,213
+7% +$888K 3.29% 15
2019
Q3
$13.1M Hold
126,209
3.26% 15
2019
Q2
$14.4M Buy
126,209
+934
+0.7% +$107K 3.37% 12
2019
Q1
$12.9M Hold
125,275
3.18% 12
2018
Q4
$14.2M Buy
125,275
+18,343
+17% +$2.08M 3.1% 14
2018
Q3
$12.3M Buy
106,932
+41,220
+63% +$4.76M 2.49% 23
2018
Q2
$5.48M Sell
65,712
-7,219
-10% -$602K 1.87% 29
2018
Q1
$5.38M Buy
+72,931
New +$5.38M 1.67% 31