Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Sell
97,223
-39,675
-29% -$1.19M 0.04% 307
2025
Q1
$4.63M Buy
136,898
+75,219
+122% +$2.54M 0.12% 221
2024
Q4
$1.82M Buy
61,679
+6,166
+11% +$182K 0.06% 271
2024
Q3
$1.74M Buy
55,513
+2,319
+4% +$72.8K 0.06% 259
2024
Q2
$1.92M Buy
53,194
+2,271
+4% +$82K 0.08% 244
2024
Q1
$1.92M Buy
50,923
+2,029
+4% +$76.5K 0.08% 245
2023
Q4
$1.73M Buy
48,894
+7,410
+18% +$262K 0.09% 238
2023
Q3
$1.61M Sell
41,484
-48,934
-54% -$1.89M 0.12% 200
2023
Q2
$3.19M Buy
90,418
+16,106
+22% +$568K 0.12% 221
2023
Q1
$2.82M Sell
74,312
-6,227
-8% -$236K 0.12% 229
2022
Q4
$2.81M Sell
80,539
-1,034
-1% -$36.1K 0.14% 214
2022
Q3
$2.33M Buy
81,573
+24,168
+42% +$690K 0.13% 222
2022
Q2
$1.63M Sell
57,405
-842
-1% -$23.9K 0.09% 278
2022
Q1
$1.71M Buy
58,247
+1,543
+3% +$45.4K 0.1% 270
2021
Q4
$1.51M Buy
56,704
+4,359
+8% +$116K 0.09% 291
2021
Q3
$1.43M Buy
52,345
+10,270
+24% +$281K 0.1% 269
2021
Q2
$1.11M Buy
42,075
+4,099
+11% +$108K 0.08% 303
2021
Q1
$925K Buy
37,976
+26,326
+226% +$641K 0.08% 307
2020
Q4
$239K Sell
11,650
-7,092
-38% -$145K 0.03% 536
2020
Q3
$327K Sell
18,742
-2,529
-12% -$44.1K 0.04% 404
2020
Q2
$496K Sell
21,271
-3,959
-16% -$92.3K 0.08% 303
2020
Q1
$615K Sell
25,230
-5,043
-17% -$123K 0.12% 227
2019
Q4
$1.14M Sell
30,273
-2,139
-7% -$80.8K 0.23% 144
2019
Q3
$1.23M Sell
32,412
-2,929
-8% -$111K 0.2% 156
2019
Q2
$1.45M Sell
35,341
-357
-1% -$14.6K 0.25% 125
2019
Q1
$1.54M Buy
+35,698
New +$1.54M 0.27% 111