Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.45M Buy
51,200
+1,246
+2% +$35.2K 0.13% 84
2024
Q4
$1.14M Buy
49,954
+1,809
+4% +$41.2K 0.1% 98
2024
Q3
$1.06M Sell
48,145
-2,312
-5% -$50.9K 0.1% 103
2024
Q2
$964K Buy
50,457
+2,636
+6% +$50.4K 0.1% 109
2024
Q1
$842K Sell
47,821
-3,167
-6% -$55.7K 0.09% 122
2023
Q4
$856K Buy
50,988
+1,426
+3% +$23.9K 0.09% 113
2023
Q3
$744K Sell
49,562
-8,543
-15% -$128K 0.09% 117
2023
Q2
$927K Sell
58,105
-3,557
-6% -$56.7K 0.11% 98
2023
Q1
$1.19M Buy
61,662
+2,369
+4% +$45.6K 0.15% 75
2022
Q4
$1.09M Sell
59,293
-3,918
-6% -$72.1K 0.14% 77
2022
Q3
$970K Buy
63,211
+3,982
+7% +$61.1K 0.15% 82
2022
Q2
$1.24M Sell
59,229
-60,924
-51% -$1.28M 0.19% 67
2022
Q1
$2.14M Buy
120,153
+12,810
+12% +$229K 0.3% 37
2021
Q4
$1.99M Sell
107,343
-4,606
-4% -$85.6K 0.28% 45
2021
Q3
$2.28M Buy
111,949
+54,810
+96% +$1.12M 0.36% 31
2021
Q2
$1.24M Sell
57,139
-2,424
-4% -$52.7K 0.2% 70
2021
Q1
$1.36M Buy
59,563
+18,001
+43% +$412K 0.22% 63
2020
Q4
$903K Buy
41,562
+2,127
+5% +$46.2K 0.21% 40
2020
Q3
$849K Buy
39,435
+12,995
+49% +$280K 0.26% 39
2020
Q2
$604K Sell
26,440
-10,572
-29% -$242K 0.19% 46
2020
Q1
$815K Sell
37,012
-416
-1% -$9.16K 0.32% 29
2019
Q4
$1.11M Buy
+37,428
New +$1.11M 0.41% 29