Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Buy
40,251
+989
+3% +$42.2K ﹤0.01% 911
2025
Q1
$1.28M Buy
39,262
+467
+1% +$15.2K ﹤0.01% 1016
2024
Q4
$1.3M Buy
38,795
+25
+0.1% +$837 ﹤0.01% 1020
2024
Q3
$1.14M Sell
38,770
-290
-0.7% -$8.49K ﹤0.01% 1079
2024
Q2
$1.06M Buy
39,060
+2,836
+8% +$77.3K ﹤0.01% 1073
2024
Q1
$576K Sell
36,224
-23,541
-39% -$375K ﹤0.01% 1414
2023
Q4
$1.41M Sell
59,765
-12,446
-17% -$294K ﹤0.01% 963
2023
Q3
$1.32M Sell
72,211
-2,344
-3% -$42.8K ﹤0.01% 946
2023
Q2
$2.94M Buy
74,555
+1,772
+2% +$69.9K ﹤0.01% 673
2023
Q1
$2.72M Sell
72,783
-1,291
-2% -$48.3K ﹤0.01% 711
2022
Q4
$2.75M Sell
74,074
-6,423
-8% -$238K ﹤0.01% 705
2022
Q3
$2.47M Buy
80,497
+4,588
+6% +$141K 0.01% 698
2022
Q2
$2.64M Buy
75,909
+21,531
+40% +$748K 0.01% 706
2022
Q1
$2.22M Buy
54,378
+805
+2% +$32.8K ﹤0.01% 849
2021
Q4
$3.16M Buy
53,573
+2,377
+5% +$140K 0.01% 741
2021
Q3
$3.49M Buy
51,196
+14,583
+40% +$993K 0.01% 671
2021
Q2
$2.92M Buy
36,613
+26,179
+251% +$2.09M 0.01% 752
2021
Q1
$884K Buy
10,434
+1,791
+21% +$152K ﹤0.01% 1198
2020
Q4
$776K Buy
8,643
+669
+8% +$60.1K ﹤0.01% 1216
2020
Q3
$436K Buy
7,974
+862
+12% +$47.1K ﹤0.01% 1393
2020
Q2
$318K Buy
7,112
+2,204
+45% +$98.5K ﹤0.01% 1531
2020
Q1
$184K Buy
4,908
+654
+15% +$24.5K ﹤0.01% 1682
2019
Q4
$123K Buy
4,254
+1,554
+58% +$44.9K ﹤0.01% 2065
2019
Q3
$66K Buy
2,700
+150
+6% +$3.67K ﹤0.01% 2339
2019
Q2
$89K Buy
+2,550
New +$89K ﹤0.01% 2272