Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
14,970
+86
+0.6% +$11.3K 0.03% 580
2025
Q1
$1.56M Sell
14,884
-5,503
-27% -$576K 0.02% 627
2024
Q4
$2.21M Buy
20,387
+765
+4% +$83.1K 0.03% 509
2024
Q3
$2.1M Sell
19,622
-760
-4% -$81.2K 0.03% 541
2024
Q2
$2.02M Buy
20,382
+5,352
+36% +$530K 0.03% 530
2024
Q1
$1.39M Sell
15,030
-15,538
-51% -$1.44M 0.02% 626
2023
Q4
$2.31M Buy
30,568
+14,573
+91% +$1.1M 0.04% 458
2023
Q3
$969K Sell
15,995
-200
-1% -$12.1K 0.02% 687
2023
Q2
$1.17M Sell
16,195
-300
-2% -$21.6K 0.02% 643
2023
Q1
$915K Sell
16,495
-363
-2% -$20.1K 0.02% 723
2022
Q4
$854K Sell
16,858
-324
-2% -$16.4K 0.02% 739
2022
Q3
$724K Buy
+17,182
New +$724K 0.02% 760
2021
Q3
Sell
-3,104
Closed -$310K 1534
2021
Q2
$310K Sell
3,104
-97
-3% -$9.69K 0.01% 1227
2021
Q1
$284K Buy
3,201
+35
+1% +$3.11K 0.01% 1204
2020
Q4
$304K Buy
+3,166
New +$304K 0.01% 1076