Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$667K Buy
3,182
+413
+15% +$86.5K 0.04% 111
2024
Q4
$492K Sell
2,769
-1,501
-35% -$267K 0.03% 124
2024
Q3
$843K Buy
4,270
+246
+6% +$48.6K 0.06% 92
2024
Q2
$690K Buy
4,024
+836
+26% +$143K 0.05% 101
2024
Q1
$580K Buy
3,188
+254
+9% +$46.3K 0.04% 104
2023
Q4
$455K Sell
2,934
-484
-14% -$75K 0.04% 118
2023
Q3
$509K Buy
3,418
+534
+19% +$79.6K 0.05% 101
2023
Q2
$389K Sell
2,884
-39
-1% -$5.25K 0.04% 115
2023
Q1
$466K Sell
2,923
-256
-8% -$40.8K 0.05% 105
2022
Q4
$514K Buy
3,179
+532
+20% +$86K 0.06% 95
2022
Q3
$399K Sell
2,647
-604
-19% -$91K 0.05% 101
2022
Q2
$495K Sell
3,251
-32
-1% -$4.87K 0.07% 88
2022
Q1
$532K Sell
3,283
-716
-18% -$116K 0.08% 84
2021
Q4
$541K Buy
3,999
+364
+10% +$49.2K 0.09% 89
2021
Q3
$392K Buy
3,635
+134
+4% +$14.5K 0.07% 106
2021
Q2
$394K Buy
3,501
+1,473
+73% +$166K 0.09% 98
2021
Q1
$219K Buy
2,028
+30
+2% +$3.24K 0.1% 108
2020
Q4
$214K Buy
+1,998
New +$214K 0.18% 73