Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.64M Buy
38,961
+304
+0.8% +$28.4K 0.06% 120
2025
Q1
$2.82M Buy
38,657
+7,224
+23% +$526K 0.05% 139
2024
Q4
$1.9M Sell
31,433
-2,124
-6% -$128K 0.04% 179
2024
Q3
$2.52M Buy
33,557
+1,897
+6% +$143K 0.05% 140
2024
Q2
$2.3M Buy
31,660
+741
+2% +$53.9K 0.05% 142
2024
Q1
$2.38M Buy
30,919
+2,347
+8% +$181K 0.05% 134
2023
Q4
$1.76M Buy
28,572
+2,863
+11% +$176K 0.04% 177
2023
Q3
$1.18M Buy
25,709
+3,579
+16% +$165K 0.03% 221
2023
Q2
$955K Buy
22,130
+3,765
+21% +$163K 0.02% 254
2023
Q1
$582K Buy
18,365
+2,410
+15% +$76.4K 0.02% 384
2022
Q4
$395K Sell
15,955
-3,179
-17% -$78.6K 0.01% 490
2022
Q3
$507K Buy
19,134
+7,606
+66% +$202K 0.02% 369
2022
Q2
$236K Sell
11,528
-1,897
-14% -$38.8K 0.01% 635
2022
Q1
$479K Buy
13,425
+1,741
+15% +$62.1K 0.01% 418
2021
Q4
$490K Sell
11,684
-1,678
-13% -$70.4K 0.02% 404
2021
Q3
$599K Buy
13,362
+1,561
+13% +$70K 0.02% 312
2021
Q2
$591K Buy
11,801
+1,128
+11% +$56.5K 0.02% 305
2021
Q1
$582K Buy
10,673
+2,358
+28% +$129K 0.03% 278
2020
Q4
$424K Buy
8,315
+699
+9% +$35.6K 0.02% 311
2020
Q3
$278K Buy
7,616
+885
+13% +$32.3K 0.01% 372
2020
Q2
$209K Sell
6,731
-2,444
-27% -$75.9K 0.01% 439
2020
Q1
$256K Buy
9,175
+7,426
+425% +$207K 0.02% 342
2019
Q4
$52K Buy
1,749
+631
+56% +$18.8K ﹤0.01% 962
2019
Q3
$34K Buy
1,118
+456
+69% +$13.9K ﹤0.01% 1059
2019
Q2
$31K Buy
+662
New +$31K ﹤0.01% 1063