Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
68,007
-1,444
-2% -$36.3K ﹤0.01% 1445
2025
Q1
$1.84M Buy
69,451
+8,853
+15% +$234K ﹤0.01% 1288
2024
Q4
$1.44M Buy
60,598
+8,769
+17% +$208K ﹤0.01% 1405
2024
Q3
$1.31M Sell
51,829
-8,820
-15% -$223K ﹤0.01% 1425
2024
Q2
$1.73M Buy
60,649
+2,654
+5% +$75.8K ﹤0.01% 1184
2024
Q1
$1.57M Sell
57,995
-5,046
-8% -$136K ﹤0.01% 1235
2023
Q4
$1.99M Buy
63,041
+4,545
+8% +$144K ﹤0.01% 1062
2023
Q3
$1.92M Buy
58,496
+16,624
+40% +$545K 0.01% 992
2023
Q2
$1.22M Sell
41,872
-6,959
-14% -$203K ﹤0.01% 1189
2023
Q1
$1.39M Sell
48,831
-7,104
-13% -$202K ﹤0.01% 1122
2022
Q4
$2M Sell
55,935
-1,203
-2% -$43.1K 0.01% 926
2022
Q3
$1.89M Buy
57,138
+30,379
+114% +$1.01M 0.01% 793
2022
Q2
$930K Buy
26,759
+470
+2% +$16.3K ﹤0.01% 924
2022
Q1
$986K Sell
26,289
-2,759
-9% -$103K ﹤0.01% 937
2021
Q4
$765K Sell
29,048
-74
-0.3% -$1.95K ﹤0.01% 901
2021
Q3
$743K Buy
29,122
+1,400
+5% +$35.7K ﹤0.01% 770
2021
Q2
$588K Buy
27,722
+1,614
+6% +$34.2K ﹤0.01% 765
2021
Q1
$508K Sell
26,108
-1,010
-4% -$19.7K ﹤0.01% 737
2020
Q4
$445K Buy
27,118
+366
+1% +$6.01K ﹤0.01% 694
2020
Q3
$376K Sell
26,752
-1,198
-4% -$16.8K ﹤0.01% 644
2020
Q2
$405K Sell
27,950
-1,411
-5% -$20.4K ﹤0.01% 640
2020
Q1
$358K Buy
29,361
+7,570
+35% +$92.3K ﹤0.01% 626
2019
Q4
$434K Buy
+21,791
New +$434K ﹤0.01% 620