Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
76,833
+3,755
+5% +$67.1K ﹤0.01% 3441
2025
Q1
$1.51M Sell
73,078
-5,152
-7% -$107K ﹤0.01% 3171
2024
Q4
$925K Sell
78,230
-20,187
-21% -$239K ﹤0.01% 3516
2024
Q3
$1.2M Sell
98,417
-10,574
-10% -$129K ﹤0.01% 3176
2024
Q2
$799K Sell
108,991
-7,674
-7% -$56.3K ﹤0.01% 3422
2024
Q1
$896K Buy
116,665
+11,882
+11% +$91.3K ﹤0.01% 3255
2023
Q4
$1.53M Buy
104,783
+3,502
+3% +$51.1K ﹤0.01% 2641
2023
Q3
$1.86M Buy
101,281
+16,848
+20% +$309K ﹤0.01% 2346
2023
Q2
$1.13M Buy
84,433
+769
+0.9% +$10.3K ﹤0.01% 2726
2023
Q1
$930K Buy
83,664
+2,476
+3% +$27.5K ﹤0.01% 2803
2022
Q4
$807K Buy
81,188
+6,149
+8% +$61.1K ﹤0.01% 2801
2022
Q3
$897K Buy
75,039
+391
+0.5% +$4.67K ﹤0.01% 2630
2022
Q2
$2.37M Sell
74,648
-3,045
-4% -$96.6K ﹤0.01% 1897
2022
Q1
$2.14M Buy
77,693
+527
+0.7% +$14.5K ﹤0.01% 2011
2021
Q4
$3.88M Sell
77,166
-1,040
-1% -$52.3K ﹤0.01% 1619
2021
Q3
$2.78M Sell
78,206
-2,885
-4% -$103K ﹤0.01% 1801
2021
Q2
$3.6M Sell
81,091
-4,871
-6% -$216K ﹤0.01% 1572
2021
Q1
$3.14M Buy
85,962
+7,222
+9% +$264K ﹤0.01% 1539
2020
Q4
$3.37M Buy
+78,740
New +$3.37M ﹤0.01% 1345