Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
34,744
+755
+2% +$57.7K 0.02% 472
2025
Q1
$2.37M Buy
33,989
+1,385
+4% +$96.7K 0.02% 483
2024
Q4
$1.99M Buy
32,604
+17,252
+112% +$1.06M 0.02% 523
2024
Q3
$910K Buy
15,352
+331
+2% +$19.6K 0.01% 730
2024
Q2
$854K Buy
15,021
+711
+5% +$40.4K 0.01% 724
2024
Q1
$883K Sell
14,310
-380
-3% -$23.5K 0.01% 758
2023
Q4
$701K Buy
14,690
+835
+6% +$39.8K 0.01% 806
2023
Q3
$483K Buy
13,855
+182
+1% +$6.35K 0.01% 903
2023
Q2
$384K Sell
13,673
-6,366
-32% -$179K 0.01% 983
2023
Q1
$521K Buy
20,039
+296
+1% +$7.69K 0.01% 906
2022
Q4
$514K Buy
19,743
+4,579
+30% +$119K 0.01% 888
2022
Q3
$316K Buy
15,164
+809
+6% +$16.9K 0.01% 981
2022
Q2
$210K Sell
14,355
-9,358
-39% -$137K ﹤0.01% 1084
2022
Q1
$636K Sell
23,713
-97
-0.4% -$2.6K 0.01% 797
2021
Q4
$759K Buy
23,810
+2,433
+11% +$77.6K 0.01% 732
2021
Q3
$806K Sell
21,377
-809
-4% -$30.5K 0.02% 664
2021
Q2
$848K Buy
22,186
+2,544
+13% +$97.2K 0.02% 669
2021
Q1
$522K Sell
19,642
-84
-0.4% -$2.23K 0.01% 760
2020
Q4
$629K Buy
19,726
+615
+3% +$19.6K 0.01% 643
2020
Q3
$424K Buy
19,111
+388
+2% +$8.61K 0.01% 723
2020
Q2
$444K Buy
+18,723
New +$444K 0.01% 656