Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
1,766
-6
-0.3% -$3.34K 0.16% 99
2025
Q1
$1.01M Sell
1,772
-78
-4% -$44.6K 0.07% 100
2024
Q4
$1.29M Sell
1,850
-605
-25% -$422K 0.07% 86
2024
Q3
$1.31M Sell
2,455
-155
-6% -$82.4K 0.07% 84
2024
Q2
$1.54M Sell
2,610
-544
-17% -$321K 0.09% 65
2024
Q1
$1.98M Buy
3,154
+308
+11% +$193K 0.12% 53
2023
Q4
$1.65M Sell
2,846
-319
-10% -$185K 0.11% 57
2023
Q3
$1.56M Sell
3,165
-30
-0.9% -$14.8K 0.12% 50
2023
Q2
$1.7M Sell
3,195
-100
-3% -$53.2K 0.13% 46
2023
Q1
$1.41M Sell
3,295
-250
-7% -$107K 0.11% 52
2022
Q4
$1.02M Buy
3,545
+1,314
+59% +$380K 0.09% 54
2022
Q3
$603K Sell
2,231
-602
-21% -$163K 0.06% 84
2022
Q2
$852K Buy
2,833
+1,211
+75% +$364K 0.08% 61
2022
Q1
$770K Sell
1,622
-156
-9% -$74.1K 0.07% 68
2021
Q4
$1.17M Sell
1,778
-227
-11% -$150K 0.1% 50
2021
Q3
$1.36M Buy
2,005
+559
+39% +$378K 0.13% 44
2021
Q2
$843K Sell
1,446
-314
-18% -$183K 0.08% 56
2021
Q1
$799K Buy
1,760
+1,393
+380% +$632K 0.1% 53
2020
Q4
$145K Buy
367
+155
+73% +$61.2K 0.02% 239
2020
Q3
$62K Buy
212
+169
+393% +$49.4K 0.01% 339
2020
Q2
$10K Buy
43
+10
+30% +$2.33K ﹤0.01% 620
2020
Q1
$4K Buy
+33
New +$4K ﹤0.01% 669