Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2,572
+153
+6% +$22.3K 0.04% 305
2025
Q1
$373K Sell
2,419
-97
-4% -$15K 0.04% 281
2024
Q4
$353K Sell
2,516
-25
-1% -$3.51K 0.04% 286
2024
Q3
$341K Buy
2,541
+51
+2% +$6.84K 0.03% 299
2024
Q2
$295K Sell
2,490
-171
-6% -$20.3K 0.03% 309
2024
Q1
$327K Buy
2,661
+235
+10% +$28.9K 0.04% 296
2023
Q4
$289K Buy
2,426
+151
+7% +$18K 0.04% 266
2023
Q3
$262K Sell
2,275
-6,301
-73% -$727K 0.04% 248
2023
Q2
$959K Sell
8,576
-4,905
-36% -$549K 0.16% 133
2023
Q1
$1.54M Sell
13,481
-369
-3% -$42.3K 0.37% 66
2022
Q4
$1.6M Buy
13,850
+4,617
+50% +$534K 0.43% 55
2022
Q3
$1.04M Sell
9,233
-1,440
-13% -$162K 0.31% 70
2022
Q2
$1.22M Buy
10,673
+3,910
+58% +$445K 0.35% 58
2022
Q1
$922K Buy
6,763
+1,687
+33% +$230K 0.27% 87
2021
Q4
$693K Buy
5,076
+405
+9% +$55.3K 0.14% 138
2021
Q3
$525K Buy
4,671
+652
+16% +$73.3K 0.11% 149
2021
Q2
$432K Buy
+4,019
New +$432K 0.09% 154