Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.6K Sell
2,460
-2,704
-52% -$80.9K 0.02% 351
2025
Q1
$174K Buy
5,164
+146
+3% +$4.93K 0.05% 224
2024
Q4
$148K Buy
5,018
+734
+17% +$21.7K 0.04% 244
2024
Q3
$134K Sell
4,284
-360
-8% -$11.3K 0.04% 268
2024
Q2
$168K Buy
4,644
+644
+16% +$23.2K 0.05% 220
2024
Q1
$151K Buy
4,000
+546
+16% +$20.6K 0.05% 237
2023
Q4
$122K Buy
3,454
+229
+7% +$8.11K 0.05% 251
2023
Q3
$125K Buy
3,225
+395
+14% +$15.3K 0.06% 218
2023
Q2
$99.9K Buy
2,830
+73
+3% +$2.58K 0.05% 244
2023
Q1
$105K Sell
2,757
-56
-2% -$2.13K 0.06% 219
2022
Q4
$98.3K Sell
2,813
-370
-12% -$12.9K 0.06% 220
2022
Q3
$91K Buy
3,183
+47
+1% +$1.34K 0.06% 198
2022
Q2
$89K Buy
3,136
+48
+2% +$1.36K 0.05% 197
2022
Q1
$91K Buy
3,088
+53
+2% +$1.56K 0.05% 215
2021
Q4
$81K Sell
3,035
-227
-7% -$6.06K 0.05% 200
2021
Q3
$89K Buy
3,262
+18
+0.6% +$491 0.07% 137
2021
Q2
$86K Buy
+3,244
New +$86K 0.07% 142
2020
Q4
$63K Buy
+3,094
New +$63K 0.06% 162