Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Buy
126,492
+48,384
+62% +$1.08M 0.03% 417
2025
Q1
$1.77M Buy
78,108
+11,372
+17% +$258K 0.03% 466
2024
Q4
$1.34M Buy
66,736
+12,312
+23% +$247K 0.02% 430
2024
Q3
$1.28M Sell
54,424
-1,298
-2% -$30.5K 0.03% 358
2024
Q2
$1.73M Buy
55,722
+3,280
+6% +$102K 0.04% 295
2024
Q1
$1.62M Buy
52,442
+23,013
+78% +$711K 0.04% 297
2023
Q4
$1.48M Sell
29,429
-6,690
-19% -$336K 0.05% 242
2023
Q3
$1.28M Sell
36,119
-4,587
-11% -$163K 0.04% 279
2023
Q2
$1.36M Buy
40,706
+5,583
+16% +$187K 0.04% 282
2023
Q1
$1.15M Sell
35,123
-2,108
-6% -$68.9K 0.04% 268
2022
Q4
$984K Buy
37,231
+11,004
+42% +$291K 0.04% 300
2022
Q3
$676K Sell
26,227
-4,378
-14% -$113K 0.03% 309
2022
Q2
$1.15M Buy
30,605
+7,260
+31% +$272K 0.04% 234
2022
Q1
$1.16M Buy
23,345
+5,658
+32% +$280K 0.07% 139
2021
Q4
$911K Buy
17,687
+165
+0.9% +$8.5K 0.09% 107
2021
Q3
$934K Buy
17,522
+172
+1% +$9.17K 0.1% 103
2021
Q2
$974K Buy
17,350
+27
+0.2% +$1.52K 0.09% 98
2021
Q1
$1.11M Buy
17,323
+9,089
+110% +$582K 0.12% 88
2020
Q4
$410K Sell
8,234
-569
-6% -$28.3K 0.04% 148
2020
Q3
$456K Buy
8,803
+1,813
+26% +$93.9K 0.04% 148
2020
Q2
$418K Buy
6,990
+122
+2% +$7.3K 0.04% 143
2020
Q1
$372K Sell
6,868
-1,582
-19% -$85.7K 0.04% 150
2019
Q4
$506K Buy
8,450
+3,720
+79% +$223K 0.04% 140
2019
Q3
$244K Buy
4,730
+300
+7% +$15.5K 0.03% 127
2019
Q2
$212K Buy
4,430
+427
+11% +$20.4K 0.02% 111
2019
Q1
$214K Buy
+4,003
New +$214K 0.03% 115