Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Buy
38,339
+11,706
+44% +$262K 0.19% 150
2025
Q1
$605K Sell
26,633
-159
-0.6% -$3.61K 0.15% 173
2024
Q4
$537K Sell
26,792
-21,660
-45% -$434K 0.13% 175
2024
Q3
$1.11M Sell
48,452
-14,904
-24% -$341K 0.27% 111
2024
Q2
$1.96M Sell
63,356
-12,649
-17% -$392K 0.53% 51
2024
Q1
$1.55M Buy
76,005
+39,641
+109% +$809K 0.43% 68
2023
Q4
$1.83M Sell
36,364
-1,654
-4% -$83.1K 0.54% 51
2023
Q3
$1.28M Buy
38,018
+7,252
+24% +$244K 0.42% 68
2023
Q2
$1.04M Buy
30,766
+10,950
+55% +$369K 0.31% 94
2023
Q1
$647K Sell
19,816
-4,942
-20% -$161K 0.21% 142
2022
Q4
$803K Sell
24,758
-6,773
-21% -$220K 0.28% 109
2022
Q3
$856K Sell
31,531
-1,904
-6% -$51.7K 0.33% 88
2022
Q2
$1.25M Buy
33,435
+1,713
+5% +$64.1K 0.51% 51
2022
Q1
$1.5M Buy
31,722
+8,522
+37% +$403K 0.53% 43
2021
Q4
$1.2M Buy
23,200
+976
+4% +$50.3K 0.47% 61
2021
Q3
$1.18M Buy
22,224
+2,277
+11% +$121K 0.57% 49
2021
Q2
$1.12M Buy
19,947
+4,540
+29% +$255K 0.53% 52
2021
Q1
$995K Buy
15,407
+769
+5% +$49.7K 0.5% 53
2020
Q4
$729K Buy
+14,638
New +$729K 0.52% 49