Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
3,250
-3,144
-49% -$223K 0.04% 214
2025
Q1
$406K Buy
6,394
+392
+7% +$24.9K 0.07% 188
2024
Q4
$454K Sell
6,002
-571
-9% -$43.2K 0.08% 176
2024
Q3
$581K Sell
6,573
-4,301
-40% -$380K 0.1% 160
2024
Q2
$820K Sell
10,874
-176
-2% -$13.3K 0.16% 123
2024
Q1
$1.04M Buy
11,050
+314
+3% +$29.5K 0.21% 90
2023
Q4
$1.11M Sell
10,736
-107
-1% -$11.1K 0.23% 81
2023
Q3
$1.04M Buy
10,843
+359
+3% +$34.3K 0.24% 71
2023
Q2
$1.16M Sell
10,484
-573
-5% -$63.2K 0.26% 63
2023
Q1
$1.36M Sell
11,057
-547
-5% -$67.1K 0.32% 52
2022
Q4
$1.36M Sell
11,604
-735
-6% -$86K 0.34% 52
2022
Q3
$1.03M Buy
12,339
+635
+5% +$52.8K 0.26% 60
2022
Q2
$1.2M Sell
11,704
-2,252
-16% -$230K 0.3% 53
2022
Q1
$1.88M Sell
13,956
-498
-3% -$67K 0.44% 43
2021
Q4
$2.41M Sell
14,454
-226
-2% -$37.7K 0.54% 38
2021
Q3
$2.13M Sell
14,680
-235
-2% -$34.1K 0.52% 35
2021
Q2
$2.3M Sell
14,915
-418
-3% -$64.6K 0.58% 29
2021
Q1
$2.04M Buy
15,333
+3,252
+27% +$432K 0.57% 34
2020
Q4
$1.71M Buy
12,081
+1,804
+18% +$255K 0.53% 31
2020
Q3
$1.29M Buy
10,277
+573
+6% +$71.9K 0.45% 33
2020
Q2
$951K Buy
9,704
+630
+7% +$61.7K 0.36% 37
2020
Q1
$802K Buy
9,074
+2,919
+47% +$258K 0.34% 34
2019
Q4
$628K Buy
+6,155
New +$628K 0.27% 41