Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$990K Buy
91,275
+39,041
+75% +$424K 0.03% 516
2025
Q1
$524K Buy
52,234
+4,926
+10% +$49.4K 0.02% 610
2024
Q4
$468K Buy
47,308
+2,039
+5% +$20.2K 0.02% 632
2024
Q3
$478K Sell
45,269
-2,959
-6% -$31.2K 0.02% 591
2024
Q2
$605K Sell
48,228
-441
-0.9% -$5.53K 0.03% 493
2024
Q1
$646K Sell
48,669
-27,117
-36% -$360K 0.03% 455
2023
Q4
$924K Sell
75,786
-2,004
-3% -$24.4K 0.05% 339
2023
Q3
$966K Buy
77,790
+20,320
+35% +$252K 0.07% 266
2023
Q2
$870K Sell
57,470
-2,891
-5% -$43.7K 0.08% 272
2023
Q1
$761K Buy
60,361
+6,839
+13% +$86.2K 0.05% 357
2022
Q4
$622K Sell
53,522
-5,008
-9% -$58.2K 0.06% 330
2022
Q3
$672 Buy
58,530
+4,871
+9% +$56 0.03% 323
2022
Q2
$597K Sell
53,659
-17,952
-25% -$200K 0.08% 284
2022
Q1
$1.21M Buy
71,611
+27,517
+62% +$465K 0.13% 184
2021
Q4
$916K Buy
44,094
+25,714
+140% +$534K 0.1% 239
2021
Q3
$314K Buy
18,380
+697
+4% +$11.9K 0.04% 442
2021
Q2
$263K Buy
17,683
+3,123
+21% +$46.4K 0.04% 484
2021
Q1
$178K Buy
14,560
+1,152
+9% +$14.1K 0.03% 519
2020
Q4
$118K Sell
13,408
-298
-2% -$2.62K 0.02% 480
2020
Q3
$91K Buy
13,706
+250
+2% +$1.66K 0.02% 455
2020
Q2
$82K Buy
13,456
+3,306
+33% +$20.1K 0.02% 442
2020
Q1
$49K Buy
+10,150
New +$49K 0.02% 385
2019
Q4
Sell
-11,628
Closed -$107K 459
2019
Q3
$107K Buy
+11,628
New +$107K 0.03% 424
2019
Q2
Sell
-11,594
Closed -$101K 419
2019
Q1
$101K Sell
11,594
-583
-5% -$5.08K 0.03% 404
2018
Q4
$92K Sell
12,177
-3,875
-24% -$29.3K 0.04% 480
2018
Q3
$148K Buy
+16,052
New +$148K 0.07% 331
2018
Q1
$242K Sell
21,823
-1,807
-8% -$20K 0.11% 218
2017
Q4
$295K Buy
+23,630
New +$295K 0.14% 178