Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
88,158
-19,395
-18% -$401K ﹤0.01% 888
2025
Q1
$2.11M Sell
107,553
-56,995
-35% -$1.12M ﹤0.01% 830
2024
Q4
$3.43M Sell
164,548
-7,121
-4% -$149K ﹤0.01% 695
2024
Q3
$4.19M Buy
171,669
+23,723
+16% +$578K 0.01% 633
2024
Q2
$3.72M Sell
147,946
-1,736
-1% -$43.6K 0.01% 648
2024
Q1
$4.48M Sell
149,682
-9,396
-6% -$281K 0.01% 608
2023
Q4
$5.07M Sell
159,078
-22,652
-12% -$721K 0.01% 568
2023
Q3
$6.41M Buy
181,730
+81,213
+81% +$2.86M 0.01% 496
2023
Q2
$3.82M Buy
100,517
+3,914
+4% +$149K 0.01% 604
2023
Q1
$3.65M Sell
96,603
-1,522
-2% -$57.5K 0.01% 626
2022
Q4
$4.16M Buy
98,125
+5,614
+6% +$238K 0.01% 584
2022
Q3
$2.97M Buy
92,511
+33,531
+57% +$1.08M 0.01% 643
2022
Q2
$1.92M Sell
58,980
-19,731
-25% -$641K ﹤0.01% 831
2022
Q1
$2.85M Buy
78,711
+2,687
+4% +$97.3K ﹤0.01% 749
2021
Q4
$3.01M Buy
76,024
+1,494
+2% +$59.1K ﹤0.01% 764
2021
Q3
$3.26M Buy
74,530
+12,909
+21% +$564K 0.01% 699
2021
Q2
$2.52M Buy
61,621
+35,846
+139% +$1.46M ﹤0.01% 799
2021
Q1
$846K Buy
25,775
+2,785
+12% +$91.4K ﹤0.01% 1221
2020
Q4
$936K Sell
22,990
-29,661
-56% -$1.21M ﹤0.01% 1131
2020
Q3
$1.93M Buy
52,651
+45,769
+665% +$1.68M ﹤0.01% 761
2020
Q2
$233K Buy
6,882
+115
+2% +$3.89K ﹤0.01% 1668
2020
Q1
$143K Sell
6,767
-172
-2% -$3.64K ﹤0.01% 1805
2019
Q4
$155K Buy
6,939
+1,727
+33% +$38.6K ﹤0.01% 1964
2019
Q3
$105K Buy
+5,212
New +$105K ﹤0.01% 2134