Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.28M Buy
34,716
+1,713
+5% +$63.2K 0.11% 91
2024
Q4
$1.24M Sell
33,003
-1,518
-4% -$57K 0.11% 91
2024
Q3
$1.44M Sell
34,521
-1,090
-3% -$45.5K 0.13% 80
2024
Q2
$1.39M Sell
35,611
-188
-0.5% -$7.36K 0.14% 79
2024
Q1
$1.55M Sell
35,799
-4,243
-11% -$184K 0.16% 68
2023
Q4
$1.76M Buy
40,042
+146
+0.4% +$6.4K 0.19% 58
2023
Q3
$1.77M Sell
39,896
-123
-0.3% -$5.45K 0.21% 50
2023
Q2
$1.66M Sell
40,019
-307
-0.8% -$12.8K 0.2% 54
2023
Q1
$1.53M Buy
40,326
+9,543
+31% +$362K 0.19% 61
2022
Q4
$1.08M Sell
30,783
-12,413
-29% -$434K 0.14% 78
2022
Q3
$1.27M Buy
43,196
+243
+0.6% +$7.13K 0.19% 61
2022
Q2
$1.69M Buy
42,953
+2,609
+6% +$102K 0.25% 48
2022
Q1
$1.89M Buy
40,344
+2,660
+7% +$125K 0.26% 46
2021
Q4
$1.9M Sell
37,684
-787
-2% -$39.6K 0.26% 48
2021
Q3
$2.15M Buy
38,471
+2,675
+7% +$150K 0.34% 34
2021
Q2
$2.04M Sell
35,796
-1,375
-4% -$78.4K 0.33% 33
2021
Q1
$2.01M Buy
37,171
+26,555
+250% +$1.44M 0.33% 35
2020
Q4
$556K Buy
10,616
+3,693
+53% +$193K 0.13% 59
2020
Q3
$320K Sell
6,923
-117
-2% -$5.41K 0.1% 77
2020
Q2
$274K Sell
7,040
-216
-3% -$8.41K 0.08% 90
2020
Q1
$249K Buy
7,256
+2,000
+38% +$68.6K 0.1% 74
2019
Q4
$236K Buy
+5,256
New +$236K 0.09% 90