Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
1,643
+319
+24% +$48.6K 0.01% 591
2025
Q1
$194K Buy
1,324
+680
+106% +$99.9K 0.01% 602
2024
Q4
$83.1K Buy
644
+57
+10% +$7.36K ﹤0.01% 738
2024
Q3
$80.2K Sell
587
-30
-5% -$4.1K ﹤0.01% 748
2024
Q2
$63.1K Sell
617
-172
-22% -$17.6K ﹤0.01% 769
2024
Q1
$70K Sell
789
-357
-31% -$31.7K ﹤0.01% 756
2023
Q4
$105K Sell
1,146
-479
-29% -$43.8K ﹤0.01% 681
2023
Q3
$127K Buy
1,625
+431
+36% +$33.7K 0.01% 606
2023
Q2
$99.9K Sell
1,194
-202
-14% -$16.9K ﹤0.01% 662
2023
Q1
$123K Sell
1,396
-85
-6% -$7.47K 0.01% 618
2022
Q4
$148K Sell
1,481
-2,213
-60% -$222K 0.01% 579
2022
Q3
$341K Sell
3,694
-2,264
-38% -$209K 0.02% 454
2022
Q2
$645K Sell
5,958
-1,523
-20% -$165K 0.03% 382
2022
Q1
$931K Sell
7,481
-11,056
-60% -$1.38M 0.04% 346
2021
Q4
$2.75M Sell
18,537
-4,785
-21% -$711K 0.11% 180
2021
Q3
$3.42M Sell
23,322
-306
-1% -$44.9K 0.15% 155
2021
Q2
$3.92M Sell
23,628
-159
-0.7% -$26.4K 0.17% 141
2021
Q1
$3.83M Buy
23,787
+3,456
+17% +$557K 0.18% 134
2020
Q4
$2.97M Sell
20,331
-2,105
-9% -$308K 0.15% 148
2020
Q3
$3M Sell
22,436
-341
-1% -$45.7K 0.17% 129
2020
Q2
$2.97M Buy
22,777
+6,566
+41% +$856K 0.17% 130
2020
Q1
$1.85M Sell
16,211
-3,625
-18% -$414K 0.13% 156
2019
Q4
$2.93M Buy
+19,836
New +$2.93M 0.18% 138