Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Buy
2,683
+235
+10% +$56.5K 0.01% 432
2025
Q1
$555K Buy
2,448
+20
+0.8% +$4.53K 0.01% 470
2024
Q4
$499K Sell
2,428
-104
-4% -$21.4K ﹤0.01% 504
2024
Q3
$614K Buy
2,532
+31
+1% +$7.52K 0.01% 465
2024
Q2
$549K Sell
2,501
-929
-27% -$204K 0.01% 458
2024
Q1
$771K Buy
3,430
+1,577
+85% +$355K 0.01% 352
2023
Q4
$407K Sell
1,853
-35
-2% -$7.7K ﹤0.01% 520
2023
Q3
$414K Buy
1,888
+51
+3% +$11.2K ﹤0.01% 488
2023
Q2
$413K Buy
1,837
+263
+17% +$59.2K ﹤0.01% 495
2023
Q1
$301K Sell
1,574
-1
-0.1% -$191 ﹤0.01% 599
2022
Q4
$291K Sell
1,575
-12
-0.8% -$2.22K ﹤0.01% 595
2022
Q3
$264K Sell
1,587
-284
-15% -$47.2K ﹤0.01% 580
2022
Q2
$386K Sell
1,871
-48
-3% -$9.9K 0.01% 481
2022
Q1
$464K Buy
1,919
+32
+2% +$7.74K 0.01% 442
2021
Q4
$459K Buy
1,887
+137
+8% +$33.3K 0.01% 439
2021
Q3
$357K Buy
1,750
+101
+6% +$20.6K ﹤0.01% 518
2021
Q2
$340K Buy
1,649
+104
+7% +$21.4K ﹤0.01% 525
2021
Q1
$294K Buy
1,545
+111
+8% +$21.1K ﹤0.01% 556
2020
Q4
$272K Buy
1,434
+70
+5% +$13.3K ﹤0.01% 491
2020
Q3
$240K Sell
1,364
-20
-1% -$3.52K ﹤0.01% 472
2020
Q2
$212K Sell
1,384
-48
-3% -$7.35K ﹤0.01% 494
2020
Q1
$200K Buy
1,432
+31
+2% +$4.33K ﹤0.01% 431
2019
Q4
$214K Sell
1,401
-73
-5% -$11.2K ﹤0.01% 500
2019
Q3
$213K Buy
1,474
+92
+7% +$13.3K ﹤0.01% 507
2019
Q2
$206K Buy
+1,382
New +$206K ﹤0.01% 501