Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
11,321
+6,996
+162% +$1.46M 0.03% 253
2025
Q1
$939K Sell
4,325
-8,604
-67% -$1.87M 0.01% 345
2024
Q4
$2.67M Buy
12,929
+8,474
+190% +$1.75M 0.05% 205
2024
Q3
$784K Sell
4,455
-10,285
-70% -$1.81M 0.02% 387
2024
Q2
$2.4M Buy
14,740
+6,044
+70% +$985K 0.05% 188
2024
Q1
$1.29M Sell
8,696
-118,857
-93% -$17.7M 0.02% 329
2023
Q4
$16.4M Buy
127,553
+109,256
+597% +$14M 0.26% 75
2023
Q3
$1.92M Buy
18,297
+3,807
+26% +$400K 0.03% 213
2023
Q2
$1.51M Buy
14,490
+4,050
+39% +$422K 0.03% 243
2023
Q1
$1.05M Buy
10,440
+8,711
+504% +$879K 0.02% 270
2022
Q4
$160K Hold
1,729
﹤0.01% 504
2022
Q3
$139K Sell
1,729
-5,185
-75% -$417K ﹤0.01% 498
2022
Q2
$679K Buy
6,914
+6,736
+3,784% +$662K 0.02% 268
2022
Q1
$21K Sell
178
-4,953
-97% -$584K ﹤0.01% 423
2021
Q4
$699K Buy
5,131
+855
+20% +$116K 0.02% 272
2021
Q3
$665K Sell
4,276
-568
-12% -$88.3K 0.02% 263
2021
Q2
$761K Sell
4,844
-2,724
-36% -$428K 0.02% 261
2021
Q1
$998K Sell
7,568
-12,815
-63% -$1.69M 0.03% 218
2020
Q4
$2.44M Sell
20,383
-7,789
-28% -$932K 0.09% 146
2020
Q3
$2.67M Buy
28,172
+2,669
+10% +$253K 0.11% 118
2020
Q2
$2.49M Buy
25,503
+18,679
+274% +$1.82M 0.16% 113
2020
Q1
$512K Buy
6,824
+567
+9% +$42.5K 0.03% 235
2019
Q4
$610K Sell
6,257
-69,951
-92% -$6.82M 0.05% 186
2019
Q3
$6.45M Buy
76,208
+71,610
+1,557% +$6.06M 0.45% 47
2019
Q2
$367K Buy
+4,598
New +$367K 0.03% 262