Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
18,774
+2,548
+16% +$182K 0.03% 189
2025
Q1
$1.04M Buy
16,226
+1,233
+8% +$78.7K 0.03% 201
2024
Q4
$1.14M Sell
14,993
-1,552
-9% -$118K 0.04% 184
2024
Q3
$1.47M Sell
16,545
-1,881
-10% -$167K 0.05% 162
2024
Q2
$1.4M Buy
18,426
+1,301
+8% +$98.5K 0.05% 157
2024
Q1
$1.62M Buy
17,125
+757
+5% +$71.4K 0.06% 143
2023
Q4
$1.78M Buy
16,368
+12,307
+303% +$1.34M 0.07% 126
2023
Q3
$388K Sell
4,061
-39
-1% -$3.73K 0.04% 196
2023
Q2
$453K Sell
4,100
-1,118
-21% -$123K 0.05% 149
2023
Q1
$640K Sell
5,218
-340
-6% -$41.7K 0.07% 124
2022
Q4
$650K Sell
5,558
-2,919
-34% -$342K 0.07% 130
2022
Q3
$705K Buy
8,477
+301
+4% +$25K 0.08% 108
2022
Q2
$836K Sell
8,176
-67
-0.8% -$6.85K 0.09% 105
2022
Q1
$1.11M Buy
8,243
+1,485
+22% +$200K 0.1% 95
2021
Q4
$1.13M Sell
6,758
-862
-11% -$144K 0.08% 94
2021
Q3
$1.11M Buy
7,620
+1,217
+19% +$177K 0.09% 87
2021
Q2
$989K Buy
6,403
+608
+10% +$93.9K 0.08% 85
2021
Q1
$770K Buy
5,795
+58
+1% +$7.71K 0.07% 96
2020
Q4
$812K Sell
5,737
-174
-3% -$24.6K 0.08% 91
2020
Q3
$742K Sell
5,911
-86
-1% -$10.8K 0.08% 95
2020
Q2
$588K Sell
5,997
-21
-0.3% -$2.06K 0.07% 114
2020
Q1
$498K Sell
6,018
-763
-11% -$63.1K 0.07% 110
2019
Q4
$687K Buy
6,781
+983
+17% +$99.6K 0.07% 130
2019
Q3
$545K Buy
+5,798
New +$545K 0.07% 123