Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-662,100
Closed -$2.89M 131
2024
Q4
$2.89M Buy
662,100
+187,260
+39% +$816K 0.12% 17
2024
Q3
$3.17M Sell
474,840
-1,063,941
-69% -$7.11M 0.11% 19
2024
Q2
$6.4M Buy
1,538,781
+370,556
+32% +$1.54M 0.27% 15
2024
Q1
$5.35M Sell
1,168,225
-175,366
-13% -$803K 0.22% 15
2023
Q4
$12.2M Buy
1,343,591
+256,835
+24% +$2.33M 0.51% 15
2023
Q3
$9.82M Sell
1,086,756
-422,818
-28% -$3.82M 0.4% 16
2023
Q2
$14.6M Buy
1,509,574
+151,314
+11% +$1.47M 0.77% 16
2023
Q1
$12.9M Buy
1,358,260
+100,845
+8% +$960K 0.59% 16
2022
Q4
$12.3M Buy
1,257,415
+67,388
+6% +$657K 0.5% 16
2022
Q3
$18.8M Sell
1,190,027
-109,639
-8% -$1.73M 0.97% 18
2022
Q2
$28.2M Buy
1,299,666
+362,448
+39% +$7.87M 1.01% 19
2022
Q1
$19.7M Buy
937,218
+173,859
+23% +$3.66M 0.82% 23
2021
Q4
$24.2M Sell
763,359
-44,862
-6% -$1.42M 0.61% 31
2021
Q3
$28.8M Buy
808,221
+126,307
+19% +$4.5M 0.6% 27
2021
Q2
$36.3M Buy
681,914
+214,051
+46% +$11.4M 1.09% 21
2021
Q1
$18.2M Buy
467,863
+259,894
+125% +$10.1M 0.69% 20
2020
Q4
$10.1M Buy
207,969
+124,117
+148% +$6.05M 0.4% 28
2020
Q3
$1.78M Buy
83,852
+36,393
+77% +$772K 0.08% 30
2020
Q2
$366K Sell
47,459
-39,133
-45% -$302K 0.02% 194
2020
Q1
$241K Sell
86,592
-49,018
-36% -$136K 0.01% 195
2019
Q4
$545K Sell
135,610
-36,390
-21% -$146K 0.04% 125
2019
Q3
$268K Buy
172,000
+13,371
+8% +$20.8K 0.02% 204
2019
Q2
$405K Buy
158,629
+47,047
+42% +$120K 0.04% 56
2019
Q1
$569K Buy
+111,582
New +$569K 0.03% 60