Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
80,896
+25,338
+46% +$620K 0.01% 574
2025
Q1
$1.54M Buy
55,558
+9,221
+20% +$255K ﹤0.01% 589
2024
Q4
$1.51M Buy
46,337
+2,332
+5% +$76.1K ﹤0.01% 588
2024
Q3
$1.58M Sell
44,005
-1,628
-4% -$58.4K ﹤0.01% 550
2024
Q2
$1.6M Sell
45,633
-27,411
-38% -$960K 0.01% 533
2024
Q1
$2.21M Buy
73,044
+6,442
+10% +$195K 0.01% 462
2023
Q4
$2M Buy
66,602
+4,027
+6% +$121K 0.01% 462
2023
Q3
$1.61M Buy
62,575
+5,064
+9% +$130K 0.01% 466
2023
Q2
$1.77M Buy
57,511
+26,940
+88% +$827K 0.01% 444
2023
Q1
$897K Sell
30,571
-3,043
-9% -$89.3K ﹤0.01% 555
2022
Q4
$903K Buy
33,614
+12,238
+57% +$329K ﹤0.01% 531
2022
Q3
$533K Sell
21,376
-59,752
-74% -$1.49M ﹤0.01% 587
2022
Q2
$2.66M Buy
81,128
+51,926
+178% +$1.7M 0.01% 309
2022
Q1
$1.06M Sell
29,202
-3,548
-11% -$129K ﹤0.01% 515
2021
Q4
$1.23M Buy
32,750
+8,948
+38% +$337K 0.01% 472
2021
Q3
$651K Sell
23,802
-18,975
-44% -$519K ﹤0.01% 528
2021
Q2
$1.29M Buy
42,777
+17,436
+69% +$526K 0.01% 395
2021
Q1
$805K Buy
25,341
+2,259
+10% +$71.8K ﹤0.01% 406
2020
Q4
$568K Buy
23,082
+194
+0.8% +$4.77K ﹤0.01% 419
2020
Q3
$435K Buy
22,888
+2,433
+12% +$46.2K ﹤0.01% 420
2020
Q2
$357K Sell
20,455
-5,823
-22% -$102K ﹤0.01% 429
2020
Q1
$456K Sell
26,278
-29
-0.1% -$503 ﹤0.01% 357
2019
Q4
$541K Sell
26,307
-270
-1% -$5.55K ﹤0.01% 399
2019
Q3
$503K Sell
26,577
-7,190
-21% -$136K ﹤0.01% 380
2019
Q2
$702K Buy
33,767
+5,019
+17% +$104K 0.01% 337
2019
Q1
$559K Sell
28,748
-8,472
-23% -$165K 0.01% 356
2018
Q4
$762K Buy
+37,220
New +$762K 0.01% 293