Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
9,238
-1,825
-16% -$278K 0.05% 246
2025
Q1
$1.62M Buy
11,063
+351
+3% +$51.6K 0.07% 220
2024
Q4
$1.38M Sell
10,712
-1,054
-9% -$136K 0.06% 241
2024
Q3
$1.61M Sell
11,766
-536
-4% -$73.3K 0.07% 221
2024
Q2
$1.26M Sell
12,302
-3,032
-20% -$310K 0.06% 250
2024
Q1
$1.36M Buy
15,334
+1,936
+14% +$172K 0.06% 234
2023
Q4
$1.22M Sell
13,398
-3,656
-21% -$334K 0.06% 230
2023
Q3
$1.34M Sell
17,054
-168
-1% -$13.2K 0.08% 208
2023
Q2
$1.44M Sell
17,222
-4,403
-20% -$369K 0.08% 195
2023
Q1
$1.9M Buy
21,625
+184
+0.9% +$16.2K 0.12% 162
2022
Q4
$2.15M Buy
21,441
+238
+1% +$23.9K 0.16% 129
2022
Q3
$1.96M Sell
21,203
-1,187
-5% -$110K 0.16% 125
2022
Q2
$2.42M Buy
22,390
+87
+0.4% +$9.41K 0.18% 108
2022
Q1
$2.78M Sell
22,303
-3,313
-13% -$412K 0.19% 110
2021
Q4
$3.8M Sell
25,616
-812
-3% -$121K 0.25% 89
2021
Q3
$3.88M Buy
26,428
+4,503
+21% +$660K 0.28% 81
2021
Q2
$3.64M Sell
21,925
-4,181
-16% -$694K 0.29% 77
2021
Q1
$4.21M Buy
26,106
+9,577
+58% +$1.54M 0.35% 66
2020
Q4
$2.42M Buy
16,529
+12,123
+275% +$1.77M 0.27% 84
2020
Q3
$590K Sell
4,406
-876
-17% -$117K 0.14% 98
2020
Q2
$688K Buy
5,282
+998
+23% +$130K 0.2% 70
2020
Q1
$489K Buy
4,284
+2,575
+151% +$294K 0.18% 79
2019
Q4
$252K Buy
+1,709
New +$252K 0.08% 146