Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
38,073
-1,912
-5% -$6.56K ﹤0.01% 2450
2025
Q1
$152K Buy
39,985
+9,813
+33% +$37.4K ﹤0.01% 2381
2024
Q4
$132K Buy
30,172
+124
+0.4% +$541 ﹤0.01% 2417
2024
Q3
$201K Buy
30,048
+4,795
+19% +$32K ﹤0.01% 2332
2024
Q2
$105K Buy
25,253
+6,150
+32% +$25.6K ﹤0.01% 2571
2024
Q1
$86K Sell
19,103
-1,784
-9% -$8.03K ﹤0.01% 2547
2023
Q4
$189K Sell
20,887
-5,848
-22% -$53K ﹤0.01% 2501
2023
Q3
$242K Buy
26,735
+1,507
+6% +$13.6K ﹤0.01% 2357
2023
Q2
$244K Buy
25,228
+466
+2% +$4.52K ﹤0.01% 2346
2023
Q1
$260K Buy
24,762
+2,774
+13% +$29.2K ﹤0.01% 2285
2022
Q4
$214K Sell
21,988
-3,517
-14% -$34.3K ﹤0.01% 2380
2022
Q3
$403K Sell
25,505
-870
-3% -$13.7K ﹤0.01% 1925
2022
Q2
$573K Sell
26,375
-1,249
-5% -$27.1K ﹤0.01% 1821
2022
Q1
$581K Sell
27,624
-12,269
-31% -$258K ﹤0.01% 1911
2021
Q4
$1.26M Sell
39,893
-4,454
-10% -$141K ﹤0.01% 1507
2021
Q3
$1.58M Sell
44,347
-200
-0.4% -$7.13K ﹤0.01% 1380
2021
Q2
$2.37M Sell
44,547
-1,506
-3% -$80.1K ﹤0.01% 1196
2021
Q1
$1.8M Buy
46,053
+6,211
+16% +$242K ﹤0.01% 1283
2020
Q4
$1.94M Buy
39,842
+22,380
+128% +$1.09M ﹤0.01% 1175
2020
Q3
$371K Buy
+17,462
New +$371K ﹤0.01% 1866