Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.55M Buy
43,667
+1,643
+4% +$322K 0.15% 139
2025
Q1
$8.72M Buy
42,024
+5,841
+16% +$1.21M 0.18% 120
2024
Q4
$6.98M Buy
36,183
+10,050
+38% +$1.94M 0.14% 151
2024
Q3
$4.52M Sell
26,133
-1,951
-7% -$338K 0.11% 211
2024
Q2
$4.48M Buy
28,084
+1,951
+7% +$311K 0.11% 209
2024
Q1
$4.52M Buy
26,133
+3,687
+16% +$638K 0.11% 211
2023
Q4
$3.14M Buy
22,446
+5,013
+29% +$702K 0.09% 253
2023
Q3
$1.94M Sell
17,433
-165
-0.9% -$18.4K 0.07% 324
2023
Q2
$1.92M Sell
17,598
-4,196
-19% -$458K 0.07% 315
2023
Q1
$2.41M Buy
21,794
+906
+4% +$100K 0.1% 245
2022
Q4
$2.83M Buy
20,888
+1,377
+7% +$187K 0.15% 175
2022
Q3
$2.43M Buy
19,511
+1,085
+6% +$135K 0.16% 158
2022
Q2
$2.34M Buy
18,426
+3,687
+25% +$467K 0.16% 157
2022
Q1
$2.04M Buy
14,739
+4,128
+39% +$572K 0.14% 190
2021
Q4
$1.25M Sell
10,611
-731
-6% -$86K 0.1% 246
2021
Q3
$1.44M Buy
11,342
+1,686
+17% +$215K 0.15% 177
2021
Q2
$1.26M Buy
9,656
+3,492
+57% +$456K 0.15% 169
2021
Q1
$708K Buy
6,164
+1,776
+40% +$204K 0.13% 204
2020
Q4
$482K Buy
4,388
+1,349
+44% +$148K 0.13% 215
2020
Q3
$286K Sell
3,039
-486
-14% -$45.7K 0.11% 231
2020
Q2
$342K Sell
3,525
-2,161
-38% -$210K 0.19% 151
2020
Q1
$522K Sell
5,686
-286
-5% -$26.3K 0.44% 71
2019
Q4
$672K Buy
+5,972
New +$672K 0.49% 58