Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
45,832
+11,636
+34% +$447K 0.01% 1139
2025
Q1
$1.32M Sell
34,196
-13,391
-28% -$519K 0.01% 1213
2024
Q4
$1.61M Sell
47,587
-114,849
-71% -$3.88M 0.01% 1116
2024
Q3
$6.64M Sell
162,436
-16,846
-9% -$689K 0.04% 498
2024
Q2
$6.9M Buy
179,282
+116,647
+186% +$4.49M 0.04% 483
2024
Q1
$2.69M Buy
62,635
+22,551
+56% +$967K 0.02% 761
2023
Q4
$1.49M Sell
40,084
-14,905
-27% -$552K 0.01% 945
2023
Q3
$1.99M Sell
54,989
-1,317
-2% -$47.7K 0.02% 684
2023
Q2
$2.01M Buy
56,306
+5,248
+10% +$187K 0.02% 671
2023
Q1
$1.82M Sell
51,058
-15,102
-23% -$537K 0.02% 686
2022
Q4
$2.32M Sell
66,160
-3,614
-5% -$127K 0.02% 687
2022
Q3
$2.05M Buy
69,774
+5,507
+9% +$162K 0.02% 656
2022
Q2
$3.5M Buy
64,267
+6,549
+11% +$356K 0.04% 470
2022
Q1
$3.14M Sell
57,718
-1,024
-2% -$55.8K 0.03% 523
2021
Q4
$3.24M Sell
58,742
-30,326
-34% -$1.67M 0.03% 516
2021
Q3
$4.25M Buy
89,068
+12,342
+16% +$589K 0.04% 444
2021
Q2
$3.82M Buy
76,726
+315
+0.4% +$15.7K 0.04% 432
2021
Q1
$3.41M Sell
76,411
-46,997
-38% -$2.1M 0.04% 429
2020
Q4
$5.71M Buy
123,408
+52,840
+75% +$2.45M 0.07% 300
2020
Q3
$3.32M Buy
+70,568
New +$3.32M 0.06% 313