Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$922K Buy
8,133
+767
+10% +$87K 0.01% 643
2025
Q1
$974K Buy
7,366
+118
+2% +$15.6K 0.01% 622
2024
Q4
$615K Buy
7,248
+805
+12% +$68.3K 0.01% 759
2024
Q3
$684K Sell
6,443
-6,196
-49% -$658K 0.01% 720
2024
Q2
$910K Sell
12,639
-2,696
-18% -$194K 0.01% 619
2024
Q1
$1.11M Buy
15,335
+3,883
+34% +$281K 0.02% 555
2023
Q4
$888K Buy
11,452
+1,586
+16% +$123K 0.02% 567
2023
Q3
$856K Buy
9,866
+464
+5% +$40.2K 0.02% 557
2023
Q2
$784K Sell
9,402
-1,300
-12% -$108K 0.01% 607
2023
Q1
$1.09M Sell
10,702
-1,660
-13% -$170K 0.02% 513
2022
Q4
$1.09M Sell
12,362
-3,260
-21% -$287K 0.02% 488
2022
Q3
$1.25M Sell
15,622
-380
-2% -$30.4K 0.03% 473
2022
Q2
$1.82M Sell
16,002
-2,922
-15% -$332K 0.04% 404
2022
Q1
$2.06M Buy
18,924
+12,602
+199% +$1.37M 0.03% 419
2021
Q4
$751K Sell
6,322
-5,274
-45% -$627K 0.01% 724
2021
Q3
$1.72M Buy
11,596
+1,647
+17% +$244K 0.03% 496
2021
Q2
$2.26M Buy
9,949
+1,840
+23% +$417K 0.03% 450
2021
Q1
$1.84M Sell
8,109
-647
-7% -$147K 0.03% 468
2020
Q4
$2.04M Sell
8,756
-2,698
-24% -$628K 0.04% 424
2020
Q3
$3.37M Sell
11,454
-1,124
-9% -$330K 0.07% 284
2020
Q2
$2.71M Sell
12,578
-382
-3% -$82.4K 0.06% 325
2020
Q1
$2.52M Sell
12,960
-1,502
-10% -$292K 0.07% 296
2019
Q4
$3.07M Buy
14,462
+3,349
+30% +$710K 0.06% 316
2019
Q3
$1.86M Sell
11,113
-394
-3% -$65.9K 0.04% 398
2019
Q2
$1.95M Buy
11,507
+1,050
+10% +$178K 0.04% 410
2019
Q1
$1.91M Buy
10,457
+858
+9% +$157K 0.05% 406
2018
Q4
$1.32M Sell
9,599
-4,812
-33% -$660K 0.04% 452
2018
Q3
$2.37M Buy
+14,411
New +$2.37M 0.06% 360