Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
62,864
-12,323
-16% -$357K 0.17% 113
2025
Q1
$2.13M Buy
75,187
+8,142
+12% +$230K 0.13% 164
2024
Q4
$1.53M Buy
67,045
+31,600
+89% +$720K 0.1% 195
2024
Q3
$779K Sell
35,445
-1,103
-3% -$24.3K 0.05% 268
2024
Q2
$698K Sell
36,548
-4,103
-10% -$78.4K 0.05% 267
2024
Q1
$715K Sell
40,651
-4,669
-10% -$82.2K 0.06% 266
2023
Q4
$760K Sell
45,320
-6,064
-12% -$102K 0.06% 245
2023
Q3
$772K Sell
51,384
-16,399
-24% -$246K 0.08% 228
2023
Q2
$1.08M Buy
67,783
+12,044
+22% +$192K 0.14% 156
2023
Q1
$1.07M Sell
55,739
-2,723
-5% -$52.4K 0.18% 123
2022
Q4
$1.08M Buy
58,462
+8,444
+17% +$155K 0.2% 115
2022
Q3
$767K Buy
50,018
+8,013
+19% +$123K 0.19% 111
2022
Q2
$880K Sell
42,005
-8,479
-17% -$178K 0.19% 111
2022
Q1
$901K Buy
50,484
+15,299
+43% +$273K 0.19% 110
2021
Q4
$654K Sell
35,185
-33,253
-49% -$618K 0.14% 145
2021
Q3
$1.4M Sell
68,438
-2,679
-4% -$54.6K 0.36% 65
2021
Q2
$1.55M Buy
71,117
+32,402
+84% +$704K 0.42% 60
2021
Q1
$885K Sell
38,715
-1,562
-4% -$35.7K 0.4% 65
2020
Q4
$875K Sell
40,277
-1,352
-3% -$29.4K 0.43% 62
2020
Q3
$896K Buy
41,629
+586
+1% +$12.6K 0.5% 57
2020
Q2
$937K Buy
41,043
+1,441
+4% +$32.9K 0.5% 47
2020
Q1
$872K Sell
39,602
-10,984
-22% -$242K 0.58% 46
2019
Q4
$1.49M Buy
+50,586
New +$1.49M 0.91% 26