Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
24,504
+133
+0.5% +$10.7K 0.02% 538
2025
Q1
$1.76M Sell
24,371
-15,014
-38% -$1.08M 0.02% 548
2024
Q4
$3.01M Sell
39,385
-727
-2% -$55.6K 0.03% 425
2024
Q3
$3.55M Sell
40,112
-11,175
-22% -$990K 0.03% 390
2024
Q2
$4.4M Sell
51,287
-17,028
-25% -$1.46M 0.05% 320
2024
Q1
$6.55M Buy
68,315
+1,459
+2% +$140K 0.07% 241
2023
Q4
$5.38M Buy
66,856
+15,248
+30% +$1.23M 0.06% 249
2023
Q3
$4.03M Sell
51,608
-2,441
-5% -$191K 0.05% 288
2023
Q2
$3.66M Sell
54,049
-1,546
-3% -$105K 0.05% 321
2023
Q1
$3.93M Sell
55,595
-91
-0.2% -$6.43K 0.06% 289
2022
Q4
$3.94M Buy
55,686
+22,549
+68% +$1.6M 0.06% 280
2022
Q3
$1.93M Buy
33,137
+2,938
+10% +$171K 0.04% 394
2022
Q2
$1.84M Sell
30,199
-8,929
-23% -$545K 0.04% 396
2022
Q1
$2.91M Sell
39,128
-149
-0.4% -$11.1K 0.05% 283
2021
Q4
$3.03M Sell
39,277
-55,823
-59% -$4.31M 0.05% 293
2021
Q3
$6.64M Sell
95,100
-1,698
-2% -$119K 0.13% 141
2021
Q2
$6.66M Buy
96,798
+87,015
+889% +$5.98M 0.12% 146
2021
Q1
$549K Sell
9,783
-219
-2% -$12.3K 0.01% 732
2020
Q4
$483K Buy
10,002
+623
+7% +$30.1K 0.01% 760
2020
Q3
$338K Buy
9,379
+197
+2% +$7.1K 0.01% 812
2020
Q2
$302K Buy
+9,182
New +$302K 0.01% 826