Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Buy
7,591
+4,956
+188% +$338K 0.02% 684
2025
Q1
$160K Buy
2,635
+18
+0.7% +$1.09K 0.01% 1002
2024
Q4
$181K Sell
2,617
-8
-0.3% -$553 0.01% 1011
2024
Q3
$174K Sell
2,625
-17,167
-87% -$1.14M 0.01% 984
2024
Q2
$1.2M Sell
19,792
-58,228
-75% -$3.53M 0.04% 387
2024
Q1
$4.45M Sell
78,020
-7,899
-9% -$450K 0.15% 153
2023
Q4
$5.4M Sell
85,919
-42
-0% -$2.64K 0.18% 122
2023
Q3
$4.97M Buy
85,961
+2,547
+3% +$147K 0.18% 127
2023
Q2
$5.19M Sell
83,414
-2,833
-3% -$176K 0.19% 129
2023
Q1
$6.23M Buy
86,247
+4,046
+5% +$292K 0.23% 109
2022
Q4
$6.6M Buy
82,201
+25,363
+45% +$2.04M 0.24% 99
2022
Q3
$3.79M Buy
56,838
+1,455
+3% +$97K 0.14% 165
2022
Q2
$4.21M Buy
55,383
+23,337
+73% +$1.77M 0.16% 142
2022
Q1
$2.55M Buy
32,046
+28,517
+808% +$2.26M 0.09% 255
2021
Q4
$259K Sell
3,529
-584
-14% -$42.9K 0.01% 786
2021
Q3
$283K Sell
4,113
-371
-8% -$25.5K 0.01% 749
2021
Q2
$377K Sell
4,484
-332
-7% -$27.9K 0.01% 699
2021
Q1
$391K Sell
4,816
-79
-2% -$6.41K 0.01% 668
2020
Q4
$426K Sell
4,895
-205
-4% -$17.8K 0.02% 578
2020
Q3
$458K Sell
5,100
-57
-1% -$5.12K 0.02% 517
2020
Q2
$536K Buy
5,157
+1,329
+35% +$138K 0.03% 413
2020
Q1
$280K Buy
3,828
+728
+23% +$53.3K 0.02% 543
2019
Q4
$271K Buy
+3,100
New +$271K 0.01% 628