Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
19,013
+544
+3% +$57.2K 0.01% 619
2025
Q1
$1.08M Sell
18,469
-2,070
-10% -$121K ﹤0.01% 805
2024
Q4
$1.19M Buy
20,539
+434
+2% +$25.1K ﹤0.01% 844
2024
Q3
$889K Buy
20,105
+1,324
+7% +$58.6K ﹤0.01% 934
2024
Q2
$699K Sell
18,781
-2,949
-14% -$110K ﹤0.01% 990
2024
Q1
$829K Buy
21,730
+2,712
+14% +$103K ﹤0.01% 939
2023
Q4
$870K Buy
19,018
+2,853
+18% +$130K ﹤0.01% 926
2023
Q3
$468K Sell
16,165
-501
-3% -$14.5K ﹤0.01% 1115
2023
Q2
$672K Buy
16,666
+498
+3% +$20.1K ﹤0.01% 1013
2023
Q1
$727K Buy
16,168
+140
+0.9% +$6.3K ﹤0.01% 970
2022
Q4
$456K Sell
16,028
-740
-4% -$21.1K ﹤0.01% 1138
2022
Q3
$600K Buy
16,768
+911
+6% +$32.6K ﹤0.01% 1010
2022
Q2
$507K Sell
15,857
-1,856
-10% -$59.3K ﹤0.01% 1000
2022
Q1
$820K Buy
17,713
+3,240
+22% +$150K ﹤0.01% 825
2021
Q4
$1.49M Buy
+14,473
New +$1.49M 0.01% 652