Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
19,565
+4,256
+28% +$113K 0.01% 409
2025
Q1
$535K Sell
15,309
-8,773
-36% -$306K 0.01% 399
2024
Q4
$966K Buy
24,082
+328
+1% +$13.2K 0.02% 328
2024
Q3
$1.3M Sell
23,754
-1,616
-6% -$88.3K 0.02% 294
2024
Q2
$1.35M Sell
25,370
-3,418
-12% -$181K 0.02% 287
2024
Q1
$1.67M Sell
28,788
-9,044
-24% -$524K 0.03% 263
2023
Q4
$2.07M Sell
37,832
-1,163
-3% -$63.8K 0.03% 244
2023
Q3
$2.01M Sell
38,995
-3,248
-8% -$167K 0.03% 241
2023
Q2
$2.25M Sell
42,243
-3,116
-7% -$166K 0.03% 243
2023
Q1
$2.49M Sell
45,359
-1,513
-3% -$82.9K 0.04% 231
2022
Q4
$2.36M Sell
46,872
-5,582
-11% -$281K 0.04% 240
2022
Q3
$2.3M Sell
52,454
-13,856
-21% -$609K 0.04% 243
2022
Q2
$3.42M Buy
66,310
+3,233
+5% +$167K 0.05% 219
2022
Q1
$4.02M Buy
63,077
+671
+1% +$42.8K 0.05% 220
2021
Q4
$3.54M Buy
62,406
+25,593
+70% +$1.45M 0.04% 234
2021
Q3
$2.12M Sell
36,813
-199
-0.5% -$11.5K 0.05% 192
2021
Q2
$2.34M Buy
37,012
+1,735
+5% +$110K 0.05% 180
2021
Q1
$2.26M Sell
35,277
-475
-1% -$30.4K 0.06% 176
2020
Q4
$1.98M Sell
35,752
-3,710
-9% -$206K 0.05% 181
2020
Q3
$1.61M Hold
39,462
0.05% 185
2020
Q2
$1.61M Sell
39,462
-10,377
-21% -$423K 0.05% 185
2020
Q1
$1.46M Sell
49,839
-16,297
-25% -$476K 0.05% 185
2019
Q4
$3.62M Buy
66,136
+30,374
+85% +$1.66M 0.1% 138
2019
Q3
$1.7K Sell
35,762
-6,103
-15% -$291 0.04% 190
2019
Q2
$2.06K Buy
+41,865
New +$2.06K 0.05% 176