Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Sell
39,915
-9,870
-20% -$156K ﹤0.01% 1372
2025
Q1
$591K Buy
49,785
+8,246
+20% +$97.9K ﹤0.01% 1381
2024
Q4
$536K Buy
41,539
+1,045
+3% +$13.5K ﹤0.01% 1463
2024
Q3
$516K Buy
40,494
+8,328
+26% +$106K ﹤0.01% 1508
2024
Q2
$454K Buy
32,166
+4,029
+14% +$56.8K ﹤0.01% 1551
2024
Q1
$544K Buy
28,137
+375
+1% +$7.26K ﹤0.01% 1453
2023
Q4
$416K Buy
27,762
+23,806
+602% +$357K ﹤0.01% 1609
2023
Q3
$41.7K Buy
3,956
+519
+15% +$5.47K ﹤0.01% 2530
2023
Q2
$33K Sell
3,437
-2,410
-41% -$23.1K ﹤0.01% 2703
2023
Q1
$54.2K Sell
5,847
-957
-14% -$8.87K ﹤0.01% 2469
2022
Q4
$75K Sell
6,804
-3,351
-33% -$36.9K ﹤0.01% 2317
2022
Q3
$132K Buy
10,155
+950
+10% +$12.3K ﹤0.01% 2055
2022
Q2
$122K Sell
9,205
-1,467
-14% -$19.4K ﹤0.01% 2122
2022
Q1
$410K Buy
10,672
+2,768
+35% +$106K ﹤0.01% 1622
2021
Q4
$337K Buy
7,904
+994
+14% +$42.4K ﹤0.01% 1730
2021
Q3
$371K Sell
6,910
-9,180
-57% -$493K ﹤0.01% 1668
2021
Q2
$973K Buy
16,090
+331
+2% +$20K ﹤0.01% 1219
2021
Q1
$996K Sell
15,759
-1,180
-7% -$74.6K ﹤0.01% 1136
2020
Q4
$833K Buy
16,939
+2,722
+19% +$134K ﹤0.01% 1175
2020
Q3
$392K Sell
14,217
-18,378
-56% -$507K ﹤0.01% 1449
2020
Q2
$1.08M Buy
32,595
+867
+3% +$28.6K ﹤0.01% 930
2020
Q1
$853K Buy
31,728
+3,419
+12% +$91.9K ﹤0.01% 962
2019
Q4
$1.22M Buy
28,309
+4,992
+21% +$215K ﹤0.01% 971
2019
Q3
$952K Buy
23,317
+12,018
+106% +$491K ﹤0.01% 1047
2019
Q2
$743K Buy
11,299
+10,830
+2,309% +$712K ﹤0.01% 1207
2019
Q1
$37K Buy
+469
New +$37K ﹤0.01% 2628