Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
18,870
-6,475
-26% -$460K 0.09% 205
2025
Q1
$1.61M Buy
25,345
+10,005
+65% +$635K 0.12% 163
2024
Q4
$1.16M Buy
15,340
+5,068
+49% +$383K 0.09% 196
2024
Q3
$908K Sell
10,272
-1,028
-9% -$90.9K 0.07% 220
2024
Q2
$852K Buy
11,300
+102
+0.9% +$7.69K 0.07% 227
2024
Q1
$1.05M Buy
11,198
+201
+2% +$18.9K 0.1% 203
2023
Q4
$1.19M Buy
10,997
+95
+0.9% +$10.3K 0.11% 192
2023
Q3
$1.04M Buy
10,902
+858
+9% +$82K 0.11% 189
2023
Q2
$1.11M Sell
10,044
-126
-1% -$13.9K 0.11% 191
2023
Q1
$1.25M Sell
10,170
-9,826
-49% -$1.21M 0.07% 190
2022
Q4
$2.34M Buy
19,996
+8,730
+77% +$1.02M 0.1% 174
2022
Q3
$936K Sell
11,266
-362
-3% -$30.1K 0.06% 235
2022
Q2
$1.18M Sell
11,628
-8,895
-43% -$900K 0.1% 189
2022
Q1
$2.76M Buy
20,523
+8,819
+75% +$1.19M 0.16% 149
2021
Q4
$1.95M Buy
+11,704
New +$1.95M 0.17% 139
2021
Q1
$1.58M Sell
11,862
-22
-0.2% -$2.92K 0.13% 169
2020
Q4
$1.68M Buy
+11,884
New +$1.68M 0.16% 138