Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
128,994
-59,133
-31% -$528K 0.01% 661
2025
Q1
$1.64M Buy
188,127
+5,035
+3% +$43.9K 0.02% 562
2024
Q4
$2.28M Buy
183,092
+20,878
+13% +$260K 0.02% 493
2024
Q3
$1.88M Buy
162,214
+3,545
+2% +$41.2K 0.02% 532
2024
Q2
$1.69M Sell
158,669
-3,067
-2% -$32.6K 0.02% 537
2024
Q1
$1.93M Buy
161,736
+8,336
+5% +$99.5K 0.02% 528
2023
Q4
$1.66M Sell
153,400
-12,018
-7% -$130K 0.02% 520
2023
Q3
$1.63M Buy
165,418
+886
+0.5% +$8.74K 0.02% 512
2023
Q2
$1.64M Buy
164,532
+1,099
+0.7% +$11K 0.02% 509
2023
Q1
$1.57M Buy
163,433
+7,026
+4% +$67.6K 0.02% 519
2022
Q4
$1.74M Buy
156,407
+22,762
+17% +$253K 0.03% 477
2022
Q3
$1.14M Buy
133,645
+21,973
+20% +$187K 0.02% 534
2022
Q2
$1.17M Buy
111,672
+33,434
+43% +$350K 0.02% 527
2022
Q1
$851K Buy
78,238
+1,885
+2% +$20.5K 0.01% 657
2021
Q4
$1.03M Buy
76,353
+14,236
+23% +$193K 0.02% 591
2021
Q3
$842K Sell
62,117
-5,526
-8% -$74.9K 0.02% 637
2021
Q2
$967K Buy
67,643
+15,533
+30% +$222K 0.02% 612
2021
Q1
$728K Sell
52,110
-1,415
-3% -$19.8K 0.02% 613
2020
Q4
$1M Buy
53,525
+32,221
+151% +$604K 0.02% 464
2020
Q3
$316K Buy
21,304
+463
+2% +$6.87K 0.01% 840
2020
Q2
$335K Buy
+20,841
New +$335K 0.01% 788