Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
+2,568
New +$781K 0.02% 569
2024
Q4
$239K Buy
971
+284
+41% +$69.9K 0.01% 875
2024
Q3
$157K Sell
687
-161
-19% -$36.9K ﹤0.01% 1018
2024
Q2
$171K Buy
848
+254
+43% +$51.2K 0.01% 951
2024
Q1
$116K Sell
594
-36
-6% -$7.02K ﹤0.01% 1020
2023
Q4
$98.7K Buy
630
+99
+19% +$15.5K ﹤0.01% 1051
2023
Q3
$68.4K Buy
531
+73
+16% +$9.4K ﹤0.01% 1106
2023
Q2
$62.6K Buy
458
+82
+22% +$11.2K ﹤0.01% 1163
2023
Q1
$51K Sell
376
-49
-12% -$6.65K ﹤0.01% 1229
2022
Q4
$43.8K Buy
425
+60
+16% +$6.19K ﹤0.01% 1143
2022
Q3
$35K Buy
365
+30
+9% +$2.88K ﹤0.01% 1155
2022
Q2
$30K Hold
335
﹤0.01% 1197
2022
Q1
$33K Buy
+335
New +$33K ﹤0.01% 1162
2021
Q4
Sell
-254
Closed -$34K 1490
2021
Q3
$34K Buy
254
+44
+21% +$5.89K ﹤0.01% 1000
2021
Q2
$29K Buy
210
+49
+30% +$6.77K ﹤0.01% 1067
2021
Q1
$20K Sell
161
-13
-7% -$1.62K ﹤0.01% 1111
2020
Q4
$23K Sell
174
-46
-21% -$6.08K ﹤0.01% 987
2020
Q3
$34K Sell
220
-74
-25% -$11.4K 0.01% 744
2020
Q2
$41K Buy
294
+42
+17% +$5.86K 0.01% 695
2020
Q1
$28K Hold
252
0.01% 709
2019
Q4
$34K Sell
252
-22
-8% -$2.97K 0.01% 757
2019
Q3
$32K Buy
274
+58
+27% +$6.77K 0.01% 741
2019
Q2
$30K Buy
216
+32
+17% +$4.44K 0.01% 754
2019
Q1
$21K Buy
184
+64
+53% +$7.3K 0.01% 812
2018
Q4
$12K Sell
120
-13
-10% -$1.3K ﹤0.01% 919
2018
Q3
$16K Hold
133
﹤0.01% 901
2018
Q2
$15K Hold
133
﹤0.01% 891
2018
Q1
$14K Buy
133
+13
+11% +$1.37K ﹤0.01% 862
2017
Q4
$13K Hold
120
﹤0.01% 830
2017
Q3
$13K Buy
+120
New +$13K 0.01% 749