Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.29M Sell
41,560
-880
-2% -$69.7K 0.04% 143
2025
Q1
$3.81M Buy
42,440
+16,721
+65% +$1.5M 0.04% 133
2024
Q4
$2.56M Sell
25,719
-997
-4% -$99.2K 0.03% 148
2024
Q3
$3.03M Sell
26,716
-9,031
-25% -$1.03M 0.04% 141
2024
Q2
$4.72M Buy
35,747
+10,179
+40% +$1.34M 0.06% 124
2024
Q1
$2.79M Sell
25,568
-780
-3% -$85K 0.04% 134
2023
Q4
$2.87M Buy
26,348
+327
+1% +$35.6K 0.05% 138
2023
Q3
$2.68M Buy
26,021
+1,433
+6% +$148K 0.05% 134
2023
Q2
$2.84M Sell
24,588
-4,517
-16% -$521K 0.05% 141
2023
Q1
$3.1M Buy
29,105
+1,478
+5% +$157K 0.06% 112
2022
Q4
$3.07M Buy
27,627
+924
+3% +$103K 0.06% 106
2022
Q3
$2.3M Buy
26,703
+7,113
+36% +$613K 0.05% 122
2022
Q2
$1.79M Buy
19,590
+8,053
+70% +$734K 0.04% 137
2022
Q1
$947K Sell
11,537
-9,865
-46% -$810K 0.02% 180
2021
Q4
$1.64M Buy
21,402
+1,517
+8% +$116K 0.03% 109
2021
Q3
$1.49M Buy
19,885
+2,877
+17% +$216K 0.04% 91
2021
Q2
$1.32M Sell
17,008
-1,008
-6% -$78.4K 0.03% 92
2021
Q1
$1.33M Buy
18,016
+2,650
+17% +$195K 0.04% 84
2020
Q4
$1.2M Buy
15,366
+2,138
+16% +$167K 0.04% 85
2020
Q3
$1.05M Buy
13,228
+1,238
+10% +$98K 0.04% 90
2020
Q2
$885K Buy
11,990
+7,852
+190% +$580K 0.04% 96
2020
Q1
$304K Sell
4,138
-526
-11% -$38.6K 0.02% 110
2019
Q4
$405K Buy
+4,664
New +$405K 0.03% 101