Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
337
+146
+76% +$1.08M 0.01% 969
2025
Q1
$1.38M Sell
191
-177
-48% -$1.28M 0.01% 1184
2024
Q4
$3.01M Buy
368
+139
+61% +$1.14M 0.02% 794
2024
Q3
$2.25M Sell
229
-134
-37% -$1.31M 0.01% 899
2024
Q2
$2.75M Buy
363
+2
+0.6% +$15.2K 0.02% 808
2024
Q1
$2.92M Buy
361
+152
+73% +$1.23M 0.02% 719
2023
Q4
$1.46M Buy
209
+36
+21% +$252K 0.01% 952
2023
Q3
$1.03M Buy
173
+21
+14% +$125K 0.01% 978
2023
Q2
$965K Sell
152
-1
-0.7% -$6.35K 0.01% 997
2023
Q1
$853K Buy
153
+5
+3% +$27.9K 0.01% 1020
2022
Q4
$683K Buy
148
+8
+6% +$36.9K 0.01% 1229
2022
Q3
$558K Hold
140
0.01% 1260
2022
Q2
$561K Buy
140
+2
+1% +$8.01K 0.01% 1266
2022
Q1
$616K Buy
138
+10
+8% +$44.6K 0.01% 1177
2021
Q4
$756K Hold
128
0.01% 1100
2021
Q3
$614K Hold
128
0.01% 1279
2021
Q2
$637K Sell
128
-548
-81% -$2.73M 0.01% 1155
2021
Q1
$3.19M Buy
676
+2
+0.3% +$9.42K 0.04% 453
2020
Q4
$2.78M Buy
674
+667
+9,529% +$2.75M 0.03% 490
2020
Q3
$2.83M Buy
+7
New +$2.83M 0.05% 344