Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
3,967
+1,169
+42% +$91.2K 0.01% 719
2025
Q1
$206K Sell
2,798
-751
-21% -$55.4K ﹤0.01% 865
2024
Q4
$290K Buy
3,549
+106
+3% +$8.65K 0.01% 728
2024
Q3
$240K Buy
3,443
+387
+13% +$27K ﹤0.01% 772
2024
Q2
$181K Sell
3,056
-457
-13% -$27K ﹤0.01% 859
2024
Q1
$230K Buy
3,513
+547
+18% +$35.8K ﹤0.01% 778
2023
Q4
$213K Sell
2,966
-833
-22% -$59.9K ﹤0.01% 769
2023
Q3
$266K Buy
3,799
+470
+14% +$32.9K 0.01% 633
2023
Q2
$226K Buy
3,329
+1,050
+46% +$71.3K 0.01% 711
2023
Q1
$168K Sell
2,279
-226
-9% -$16.7K ﹤0.01% 795
2022
Q4
$170K Sell
2,505
-60
-2% -$4.06K 0.01% 764
2022
Q3
$189K Sell
2,565
-2,387
-48% -$176K 0.01% 695
2022
Q2
$535K Buy
4,952
+1,601
+48% +$173K 0.02% 357
2022
Q1
$393K Buy
3,351
+1,753
+110% +$206K 0.01% 486
2021
Q4
$294K Sell
1,598
-361
-18% -$66.4K 0.01% 579
2021
Q3
$512K Sell
1,959
-385
-16% -$101K 0.02% 360
2021
Q2
$907K Sell
2,344
-1,833
-44% -$709K 0.04% 214
2021
Q1
$1.34M Buy
4,177
+652
+18% +$209K 0.06% 124
2020
Q4
$1.19M Buy
3,525
+248
+8% +$83.7K 0.06% 117
2020
Q3
$1.54M Buy
3,277
+1,243
+61% +$585K 0.08% 89
2020
Q2
$516K Sell
2,034
-191
-9% -$48.5K 0.03% 210
2020
Q1
$325K Buy
2,225
+2,190
+6,257% +$320K 0.03% 265
2019
Q4
$2K Sell
35
-50
-59% -$2.86K ﹤0.01% 1937
2019
Q3
$6K Buy
+85
New +$6K ﹤0.01% 1583