Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.76M Buy
40,249
+11,150
+38% +$1.04M 0.14% 120
2025
Q1
$2.12M Buy
29,099
+20,687
+246% +$1.51M 0.08% 170
2024
Q4
$507K Sell
8,412
-1,465
-15% -$88.4K 0.03% 325
2024
Q3
$742K Buy
9,877
+517
+6% +$38.9K 0.05% 258
2024
Q2
$680K Sell
9,360
-1,255
-12% -$91.2K 0.05% 258
2024
Q1
$817K Buy
10,615
+6,193
+140% +$477K 0.06% 223
2023
Q4
$272K Buy
4,422
+885
+25% +$54.5K 0.02% 479
2023
Q3
$163K Buy
3,537
+197
+6% +$9.06K 0.02% 615
2023
Q2
$144K Buy
3,340
+262
+9% +$11.3K 0.01% 667
2023
Q1
$97.6K Sell
3,078
-125
-4% -$3.96K 0.01% 842
2022
Q4
$79.2K Buy
3,203
+141
+5% +$3.49K 0.01% 913
2022
Q3
$81K Sell
3,062
-204
-6% -$5.4K 0.01% 805
2022
Q2
$67K Sell
3,266
-1,300
-28% -$26.7K 0.01% 783
2022
Q1
$162K Sell
4,566
-90
-2% -$3.19K 0.02% 511
2021
Q4
$195K Buy
4,656
+346
+8% +$14.5K 0.02% 447
2021
Q3
$193K Buy
4,310
+135
+3% +$6.05K 0.03% 402
2021
Q2
$209K Buy
4,175
+217
+5% +$10.9K 0.03% 372
2021
Q1
$216K Buy
3,958
+534
+16% +$29.1K 0.04% 330
2020
Q4
$175K Buy
3,424
+623
+22% +$31.8K 0.03% 339
2020
Q3
$102K Sell
2,801
-1,643
-37% -$59.8K 0.02% 419
2020
Q2
$138K Buy
4,444
+3,071
+224% +$95.4K 0.03% 362
2020
Q1
$40K Buy
1,373
+919
+202% +$26.8K 0.01% 982
2019
Q4
$12K Buy
+454
New +$12K ﹤0.01% 1848