Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Sell
55,613
-954
-2% -$10.7K ﹤0.01% 1004
2025
Q1
$521K Buy
56,567
+22,904
+68% +$211K ﹤0.01% 1072
2024
Q4
$265K Buy
33,663
+11,503
+52% +$90.5K ﹤0.01% 1726
2024
Q3
$278K Buy
22,160
+7,343
+50% +$92K ﹤0.01% 1519
2024
Q2
$89.1K Sell
14,817
-5,059
-25% -$30.4K ﹤0.01% 1679
2024
Q1
$132K Buy
19,876
+1,766
+10% +$11.7K ﹤0.01% 1772
2023
Q4
$187K Buy
18,110
+4,292
+31% +$44.3K ﹤0.01% 1658
2023
Q3
$97.3K Sell
13,818
-16
-0.1% -$113 ﹤0.01% 1635
2023
Q2
$172K Buy
13,834
+1,324
+11% +$16.4K ﹤0.01% 1572
2023
Q1
$113K Sell
12,510
-1,166
-9% -$10.6K ﹤0.01% 1569
2022
Q4
$58K Buy
13,676
+1,959
+17% +$8.31K ﹤0.01% 1724
2022
Q3
$69K Sell
11,717
-13,812
-54% -$81.3K ﹤0.01% 1621
2022
Q2
$212K Sell
25,529
-10,304
-29% -$85.6K ﹤0.01% 1435
2022
Q1
$646K Sell
35,833
-4,135
-10% -$74.5K ﹤0.01% 1130
2021
Q4
$1.53M Buy
39,968
+11,153
+39% +$428K ﹤0.01% 835
2021
Q3
$1.44M Buy
28,815
+2,410
+9% +$121K ﹤0.01% 797
2021
Q2
$1.67M Sell
26,405
-244
-0.9% -$15.5K ﹤0.01% 783
2021
Q1
$1.78M Buy
26,649
+4,557
+21% +$304K 0.01% 735
2020
Q4
$1.52M Buy
22,092
+10,207
+86% +$700K 0.01% 720
2020
Q3
$593K Sell
11,885
-1,157
-9% -$57.7K ﹤0.01% 881
2020
Q2
$547K Buy
+13,042
New +$547K ﹤0.01% 912
2020
Q1
Sell
-12,136
Closed -$257K 1495
2019
Q4
$257K Buy
12,136
+2,077
+21% +$44K ﹤0.01% 1438
2019
Q3
$169K Buy
+10,059
New +$169K ﹤0.01% 1471
2018
Q3
Sell
-9,753
Closed -$225K 1794
2018
Q2
$225K Buy
+9,753
New +$225K ﹤0.01% 1547