Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
27,420
+1,900
+7% +$7.08K ﹤0.01% 6130
2025
Q1
$87.3K Sell
25,520
-9,200
-26% -$31.5K ﹤0.01% 6078
2024
Q4
$129K Buy
34,720
+9,700
+39% +$36K ﹤0.01% 5958
2024
Q3
$149K Sell
25,020
-7,744
-24% -$46.2K ﹤0.01% 5855
2024
Q2
$118K Buy
32,764
+4,300
+15% +$15.5K ﹤0.01% 5902
2024
Q1
$101K Sell
28,464
-33,062
-54% -$118K ﹤0.01% 5986
2023
Q4
$237K Buy
61,526
+27,162
+79% +$105K ﹤0.01% 5879
2023
Q3
$112K Sell
34,364
-5,300
-13% -$17.3K ﹤0.01% 5840
2023
Q2
$140K Sell
39,664
-3,563
-8% -$12.6K ﹤0.01% 5803
2023
Q1
$177K Sell
43,227
-5,072
-11% -$20.8K ﹤0.01% 5759
2022
Q4
$212K Sell
48,299
-8,626
-15% -$37.9K ﹤0.01% 5645
2022
Q3
$208K Buy
56,925
+5,162
+10% +$18.9K ﹤0.01% 5711
2022
Q2
$166K Sell
51,763
-24,166
-32% -$77.5K ﹤0.01% 5986
2022
Q1
$304K Sell
75,929
-3,300
-4% -$13.2K ﹤0.01% 5687
2021
Q4
$396K Buy
79,229
+24,893
+46% +$124K ﹤0.01% 5689
2021
Q3
$201K Buy
54,336
+2,000
+4% +$7.4K ﹤0.01% 6000
2021
Q2
$199K Sell
52,336
-11,735
-18% -$44.6K ﹤0.01% 6018
2021
Q1
$296K Buy
64,071
+27,818
+77% +$129K ﹤0.01% 5430
2020
Q4
$174K Buy
36,253
+6,774
+23% +$32.5K ﹤0.01% 5661
2020
Q3
$155K Sell
29,479
-25,696
-47% -$135K ﹤0.01% 5230
2020
Q2
$304K Buy
55,175
+43,472
+371% +$240K ﹤0.01% 4873
2020
Q1
$173K Buy
11,703
+2,397
+26% +$35.4K ﹤0.01% 4929
2019
Q4
$185K Sell
9,306
-4,432
-32% -$88.1K ﹤0.01% 5446
2019
Q3
$239K Buy
13,738
+3,038
+28% +$52.9K ﹤0.01% 5047
2019
Q2
$211K Buy
10,700
+2,100
+24% +$41.4K ﹤0.01% 5005
2019
Q1
$206K Buy
+8,600
New +$206K ﹤0.01% 5043