Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
12,005
+2,468
+26% +$54.7K ﹤0.01% 2437
2025
Q1
$219K Sell
9,537
-4,493
-32% -$103K ﹤0.01% 2416
2024
Q4
$325K Buy
14,030
+2,582
+23% +$59.9K ﹤0.01% 2154
2024
Q3
$398K Sell
11,448
-6,486
-36% -$226K ﹤0.01% 1905
2024
Q2
$581K Sell
17,934
-2,070
-10% -$67K ﹤0.01% 1676
2024
Q1
$680K Buy
20,004
+4,678
+31% +$159K ﹤0.01% 1469
2023
Q4
$604K Sell
15,326
-4,805
-24% -$189K ﹤0.01% 1408
2023
Q3
$768K Sell
20,131
-1,487
-7% -$56.8K 0.01% 1130
2023
Q2
$986K Buy
21,618
+169
+0.8% +$7.71K 0.01% 988
2023
Q1
$961K Sell
21,449
-27,534
-56% -$1.23M 0.01% 967
2022
Q4
$2.15M Buy
48,983
+1,731
+4% +$76.1K 0.02% 714
2022
Q3
$1.98M Buy
47,252
+4,654
+11% +$195K 0.02% 663
2022
Q2
$2.1M Buy
42,598
+8,068
+23% +$397K 0.02% 660
2022
Q1
$1.92M Sell
34,530
-3,961
-10% -$220K 0.02% 696
2021
Q4
$2M Buy
38,491
+2,116
+6% +$110K 0.02% 681
2021
Q3
$1.82M Buy
36,375
+713
+2% +$35.7K 0.02% 753
2021
Q2
$1.76M Buy
35,662
+1,642
+5% +$81K 0.02% 694
2021
Q1
$1.54M Buy
34,020
+20,449
+151% +$923K 0.02% 684
2020
Q4
$581K Buy
13,571
+2,264
+20% +$96.9K 0.01% 1129
2020
Q3
$461K Buy
+11,307
New +$461K 0.01% 924