Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
42,581
+5,377
+14% +$132K 0.03% 354
2025
Q1
$1.03M Sell
37,204
-6,590
-15% -$182K 0.03% 344
2024
Q4
$1.43M Sell
43,794
-911
-2% -$29.7K 0.04% 288
2024
Q3
$1.6M Buy
44,705
+15,571
+53% +$559K 0.05% 281
2024
Q2
$1.02M Buy
29,134
+27,247
+1,444% +$954K 0.03% 345
2024
Q1
$57K Buy
1,887
+40
+2% +$1.21K ﹤0.01% 782
2023
Q4
$55.6K Sell
1,847
-122
-6% -$3.67K ﹤0.01% 801
2023
Q3
$50.6K Sell
1,969
-175
-8% -$4.5K ﹤0.01% 771
2023
Q2
$65.8K Sell
2,144
-82
-4% -$2.52K ﹤0.01% 728
2023
Q1
$65.3K Buy
2,226
+166
+8% +$4.87K ﹤0.01% 723
2022
Q4
$55.4K Sell
2,060
-215
-9% -$5.78K ﹤0.01% 721
2022
Q3
$56.7K Buy
2,275
+89
+4% +$2.22K ﹤0.01% 704
2022
Q2
$71.7K Sell
2,186
-359
-14% -$11.8K ﹤0.01% 658
2022
Q1
$92.4K Buy
2,545
+7
+0.3% +$254 ﹤0.01% 649
2021
Q4
$95.6K Buy
2,538
+99
+4% +$3.73K ﹤0.01% 645
2021
Q3
$66.7K Buy
2,439
+148
+6% +$4.05K ﹤0.01% 693
2021
Q2
$69.2K Sell
2,291
-552
-19% -$16.7K ﹤0.01% 679
2021
Q1
$90.3K Sell
2,843
-46
-2% -$1.46K ﹤0.01% 612
2020
Q4
$71K Sell
2,889
-92
-3% -$2.26K ﹤0.01% 605
2020
Q3
$56.6K Buy
2,981
+462
+18% +$8.77K ﹤0.01% 594
2020
Q2
$43.9K Sell
2,519
-2,102
-45% -$36.6K ﹤0.01% 633
2020
Q1
$80.2K Buy
4,621
+502
+12% +$8.72K 0.01% 521
2019
Q4
$84.6K Buy
+4,119
New +$84.6K 0.01% 542