Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
42,907
+16,772
+64% +$182K 0.02% 353
2025
Q1
$262K Buy
26,135
+5,828
+29% +$58.5K 0.01% 417
2024
Q4
$201K Sell
20,307
-347,462
-94% -$3.44M 0.01% 454
2024
Q3
$3.88M Sell
367,769
-254,838
-41% -$2.69M 0.17% 100
2024
Q2
$7.81M Sell
622,607
-72,740
-10% -$912K 0.36% 59
2024
Q1
$9.23M Buy
695,347
+656,957
+1,711% +$8.72M 0.46% 50
2023
Q4
$468K Sell
38,390
-971,726
-96% -$11.8M 0.03% 272
2023
Q3
$12.5M Buy
1,010,116
+983,028
+3,629% +$12.2M 0.79% 28
2023
Q2
$410K Sell
27,088
-24,373
-47% -$369K 0.02% 259
2023
Q1
$648K Sell
51,461
-78,806
-60% -$993K 0.04% 203
2022
Q4
$1.52M Buy
130,267
+27,721
+27% +$322K 0.11% 143
2022
Q3
$1.15M Sell
102,546
-249,606
-71% -$2.8M 0.09% 157
2022
Q2
$3.92M Buy
352,152
+273,126
+346% +$3.04M 0.28% 71
2022
Q1
$1.34M Buy
79,026
+30,421
+63% +$514K 0.08% 146
2021
Q4
$1.01M Buy
48,605
+37,835
+351% +$786K 0.06% 168
2021
Q3
$153K Sell
10,770
-7,275
-40% -$103K 0.01% 385
2021
Q2
$268K Buy
18,045
+6,114
+51% +$90.8K 0.02% 341
2021
Q1
$146K Buy
11,931
+104
+0.9% +$1.27K 0.01% 348
2020
Q4
$104K Sell
11,827
-4,142
-26% -$36.4K 0.01% 309
2020
Q3
$106K Sell
15,969
-1,440
-8% -$9.56K 0.01% 257
2020
Q2
$106K Sell
17,409
-26,896
-61% -$164K 0.01% 236
2020
Q1
$214K Buy
44,305
+32,694
+282% +$158K 0.03% 203
2019
Q4
$108K Buy
+11,611
New +$108K 0.01% 246