Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
3,640
+80
+2% +$9.95K 0.01% 600
2025
Q1
$349K Buy
3,560
+167
+5% +$16.4K 0.01% 660
2024
Q4
$367K Sell
3,393
-92
-3% -$9.94K 0.01% 638
2024
Q3
$227K Buy
3,485
+128
+4% +$8.35K ﹤0.01% 806
2024
Q2
$191K Sell
3,357
-159
-5% -$9.03K ﹤0.01% 834
2024
Q1
$215K Sell
3,516
-54
-2% -$3.3K ﹤0.01% 803
2023
Q4
$271K Sell
3,570
-501
-12% -$38K 0.01% 681
2023
Q3
$238K Buy
4,071
+473
+13% +$27.7K 0.01% 676
2023
Q2
$229K Sell
3,598
-1,509
-30% -$96K 0.01% 703
2023
Q1
$340K Sell
5,107
-152
-3% -$10.1K 0.01% 555
2022
Q4
$257K Sell
5,259
-1,304
-20% -$63.8K 0.01% 618
2022
Q3
$454K Buy
6,563
+1,186
+22% +$82K 0.02% 407
2022
Q2
$451K Buy
5,377
+1,752
+48% +$147K 0.02% 401
2022
Q1
$597K Buy
3,625
+751
+26% +$124K 0.02% 351
2021
Q4
$757K Sell
2,874
-195
-6% -$51.4K 0.02% 271
2021
Q3
$979K Buy
3,069
+203
+7% +$64.8K 0.03% 205
2021
Q2
$1.13M Buy
2,866
+71
+3% +$28K 0.05% 164
2021
Q1
$952K Buy
2,795
+714
+34% +$243K 0.04% 172
2020
Q4
$704K Sell
2,081
-146
-7% -$49.4K 0.03% 197
2020
Q3
$550K Buy
2,227
+558
+33% +$138K 0.03% 218
2020
Q2
$366K Buy
1,669
+89
+6% +$19.5K 0.02% 280
2020
Q1
$141K Buy
1,580
+1,136
+256% +$101K 0.01% 518
2019
Q4
$44K Sell
444
-148
-25% -$14.7K ﹤0.01% 1019
2019
Q3
$65K Buy
592
+2
+0.3% +$220 0.01% 822
2019
Q2
$80K Buy
590
+315
+115% +$42.7K 0.01% 720
2019
Q1
$36K Buy
275
+69
+33% +$9.03K ﹤0.01% 978
2018
Q4
$18K Buy
+206
New +$18K ﹤0.01% 1181