Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
32,632
+19,704
+152% +$590K 0.02% 447
2025
Q1
$437K Buy
12,928
+943
+8% +$31.9K 0.01% 511
2024
Q4
$354K Sell
11,985
-3,121
-21% -$92.2K 0.01% 522
2024
Q3
$474K Buy
15,106
+20
+0.1% +$628 0.01% 506
2024
Q2
$545K Buy
15,086
+450
+3% +$16.3K 0.01% 498
2024
Q1
$551K Buy
14,636
+81
+0.6% +$3.05K 0.01% 496
2023
Q4
$515K Buy
14,555
+16
+0.1% +$566 0.01% 496
2023
Q3
$563K Sell
14,539
-205
-1% -$7.94K 0.01% 472
2023
Q2
$520K Sell
14,744
-376
-2% -$13.3K 0.01% 475
2023
Q1
$574K Buy
15,120
+13
+0.1% +$494 0.02% 463
2022
Q4
$528K Buy
15,107
+61
+0.4% +$2.13K 0.02% 463
2022
Q3
$430K Sell
15,046
-890
-6% -$25.4K 0.01% 460
2022
Q2
$452K Sell
15,936
-43,236
-73% -$1.23M 0.02% 450
2022
Q1
$1.74M Sell
59,172
-14,302
-19% -$421K 0.05% 302
2021
Q4
$1.96M Buy
73,474
+2,044
+3% +$54.4K 0.06% 273
2021
Q3
$1.95M Buy
71,430
+8,031
+13% +$219K 0.06% 257
2021
Q2
$1.68M Buy
63,399
+3,816
+6% +$101K 0.06% 256
2021
Q1
$1.45M Buy
59,583
+46,628
+360% +$1.14M 0.06% 254
2020
Q4
$266K Buy
+12,955
New +$266K 0.01% 383