Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
17,868
+1,124
+7% +$79.8K 0.23% 84
2025
Q1
$1.06M Sell
16,744
-1,476
-8% -$93.7K 0.22% 94
2024
Q4
$1.38M Buy
18,220
+8,014
+79% +$606K 0.27% 71
2024
Q3
$902K Buy
10,206
+2,593
+34% +$229K 0.13% 161
2024
Q2
$574K Sell
7,613
-1,657
-18% -$125K 0.09% 224
2024
Q1
$871K Buy
9,270
+2,745
+42% +$258K 0.14% 143
2023
Q4
$708K Buy
6,525
+465
+8% +$50.5K 0.12% 170
2023
Q3
$579K Hold
6,060
0.11% 169
2023
Q2
$669K Buy
6,060
+28
+0.5% +$3.09K 0.14% 149
2023
Q1
$740K Sell
6,032
-78
-1% -$9.57K 0.15% 129
2022
Q4
$716K Sell
6,110
-1,274
-17% -$149K 0.15% 133
2022
Q3
$614K Sell
7,384
-797
-10% -$66.3K 0.15% 129
2022
Q2
$836K Sell
8,181
-948
-10% -$96.9K 0.2% 89
2022
Q1
$1.23M Buy
9,129
+178
+2% +$23.9K 0.24% 83
2021
Q4
$1.49M Sell
8,951
-71
-0.8% -$11.8K 0.28% 65
2021
Q3
$1.31M Sell
9,022
-9
-0.1% -$1.31K 0.27% 75
2021
Q2
$1.4M Sell
9,031
-660
-7% -$102K 0.29% 72
2021
Q1
$1.29M Buy
9,691
+504
+5% +$67K 0.28% 71
2020
Q4
$1.3M Sell
9,187
-160
-2% -$22.6K 0.32% 67
2020
Q3
$1K Buy
9,347
+150
+2% +$16 0.33% 101
2020
Q2
$902K Sell
9,197
-1,704
-16% -$167K 0.27% 81
2020
Q1
$902K Sell
10,901
-1,666
-13% -$138K 0.32% 70
2019
Q4
$1.27M Sell
12,567
-22
-0.2% -$2.23K 0.36% 58
2019
Q3
$1.19M Buy
+12,589
New +$1.19M 0.47% 48