Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Buy
2,734
+76
+3% +$5.4K 0.05% 225
2025
Q1
$169K Sell
2,658
-71
-3% -$4.51K 0.05% 230
2024
Q4
$207K Sell
2,729
-30
-1% -$2.27K 0.06% 201
2024
Q3
$244K Buy
2,759
+39
+1% +$3.45K 0.07% 188
2024
Q2
$205K Sell
2,720
-3
-0.1% -$226 0.07% 191
2024
Q1
$256K Buy
2,723
+158
+6% +$14.8K 0.09% 154
2023
Q4
$278K Buy
2,565
+341
+15% +$37K 0.11% 134
2023
Q3
$213K Buy
2,224
+40
+2% +$3.83K 0.1% 143
2023
Q2
$241K Sell
2,184
-151
-6% -$16.7K 0.12% 132
2023
Q1
$286K Buy
2,335
+104
+5% +$12.8K 0.16% 108
2022
Q4
$261K Buy
2,231
+1,494
+203% +$175K 0.16% 109
2022
Q3
$61K Buy
737
+2
+0.3% +$166 0.04% 242
2022
Q2
$75K Sell
735
-514
-41% -$52.4K 0.05% 220
2022
Q1
$168K Buy
1,249
+899
+257% +$121K 0.09% 150
2021
Q4
$58K Buy
350
+129
+58% +$21.4K 0.04% 230
2021
Q3
$32K Buy
221
+10
+5% +$1.45K 0.03% 223
2021
Q2
$33K Buy
+211
New +$33K 0.03% 218
2020
Q4
$30K Buy
+211
New +$30K 0.03% 221