Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
891
+116
+15% +$54.4K 0.06% 274
2025
Q1
$361K Sell
775
-150
-16% -$69.9K 0.06% 281
2024
Q4
$387K Sell
925
-51
-5% -$21.4K 0.06% 271
2024
Q3
$465K Sell
976
-71
-7% -$33.9K 0.07% 243
2024
Q2
$455K Sell
1,047
-7
-0.7% -$3.04K 0.07% 236
2024
Q1
$489K Buy
1,054
+29
+3% +$13.5K 0.09% 212
2023
Q4
$420K Buy
1,025
+65
+7% +$26.6K 0.08% 226
2023
Q3
$357K Buy
960
+71
+8% +$26.4K 0.08% 238
2023
Q2
$336K Buy
889
+18
+2% +$6.81K 0.07% 238
2023
Q1
$310K Buy
871
+93
+12% +$33.1K 0.07% 255
2022
Q4
$256K Sell
778
-140
-15% -$46.1K 0.06% 294
2022
Q3
$247K Sell
918
-416
-31% -$112K 0.07% 280
2022
Q2
$381K Buy
1,334
+1
+0.1% +$286 0.1% 198
2022
Q1
$424K Buy
1,333
+11
+0.8% +$3.5K 0.09% 204
2021
Q4
$418K Sell
1,322
-213
-14% -$67.3K 0.09% 207
2021
Q3
$473K Sell
1,535
-201
-12% -$61.9K 0.1% 189
2021
Q2
$524K Buy
1,736
+203
+13% +$61.3K 0.12% 164
2021
Q1
$458K Buy
1,533
+20
+1% +$5.98K 0.11% 173
2020
Q4
$392K Sell
1,513
-11
-0.7% -$2.85K 0.11% 184
2020
Q3
$355K Sell
1,524
-10
-0.7% -$2.33K 0.13% 159
2020
Q2
$372K Buy
1,534
+35
+2% +$8.49K 0.15% 148
2020
Q1
$246K Buy
+1,499
New +$246K 0.13% 181