Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.72M Buy
6,807
+27
+0.4% +$10.8K 0.25% 60
2024
Q4
$2.44M Sell
6,780
-1,334
-16% -$479K 0.22% 64
2024
Q3
$2.81M Sell
8,114
-6,699
-45% -$2.32M 0.25% 59
2024
Q2
$4.35M Buy
14,813
+10,902
+279% +$3.2M 0.41% 41
2024
Q1
$1.31M Buy
3,911
+16
+0.4% +$5.34K 0.12% 104
2023
Q4
$1.13M Buy
3,895
+64
+2% +$18.6K 0.11% 105
2023
Q3
$1.24M Buy
3,831
+29
+0.8% +$9.4K 0.14% 94
2023
Q2
$1.31M Sell
3,802
-10
-0.3% -$3.45K 0.14% 96
2023
Q1
$1.2M Buy
3,812
+111
+3% +$35K 0.14% 93
2022
Q4
$1.11M Sell
3,701
-58
-2% -$17.4K 0.14% 107
2022
Q3
$1.01M Buy
3,759
+28
+0.8% +$7.5K 0.17% 79
2022
Q2
$1.01M Buy
3,731
+3,404
+1,041% +$918K 0.17% 83
2022
Q1
$106K Buy
327
+15
+5% +$4.86K 0.02% 447
2021
Q4
$94K Buy
312
+18
+6% +$5.42K 0.01% 510
2021
Q3
$84K Buy
294
+18
+7% +$5.14K 0.02% 302
2021
Q2
$66K Buy
276
+10
+4% +$2.39K 0.01% 388
2021
Q1
$61K Buy
266
+6
+2% +$1.38K 0.01% 375
2020
Q4
$55K Sell
260
-4
-2% -$846 0.01% 371
2020
Q3
$54K Sell
264
-2
-0.8% -$409 0.01% 342
2020
Q2
$51K Sell
266
-58
-18% -$11.1K 0.02% 352
2020
Q1
$53K Sell
324
-64
-16% -$10.5K 0.02% 307
2019
Q4
$81K Buy
388
+8
+2% +$1.67K 0.03% 290
2019
Q3
$74K Hold
380
0.03% 294
2019
Q2
$73K Buy
380
+11
+3% +$2.11K 0.03% 299
2019
Q1
$62K Hold
369
0.02% 335
2018
Q4
$53K Buy
+369
New +$53K 0.03% 317