Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
17,326
-570
-3% -$12.8K 0.02% 209
2025
Q1
$406K Buy
17,896
+6,236
+53% +$142K 0.02% 195
2024
Q4
$234K Buy
11,660
+1,353
+13% +$27.1K 0.01% 236
2024
Q3
$242K Sell
10,307
-2,069
-17% -$48.5K 0.02% 212
2024
Q2
$383K Sell
12,376
-715
-5% -$22.1K 0.03% 158
2024
Q1
$578K Sell
13,091
-17,884
-58% -$790K 0.04% 124
2023
Q4
$1.56M Buy
30,975
+18,903
+157% +$950K 0.11% 90
2023
Q3
$429K Sell
12,072
-1,584
-12% -$56.3K 0.04% 140
2023
Q2
$457K Sell
13,656
-93
-0.7% -$3.11K 0.04% 140
2023
Q1
$449K Sell
13,749
-303
-2% -$9.9K 0.04% 137
2022
Q4
$371K Sell
14,052
-2,281
-14% -$60.3K 0.04% 150
2022
Q3
$421K Buy
16,333
+10,389
+175% +$268K 0.05% 131
2022
Q2
$222K Sell
5,944
-62
-1% -$2.32K 0.13% 88
2022
Q1
$309K Buy
6,006
+109
+2% +$5.61K 0.16% 71
2021
Q4
$304K Sell
5,897
-103
-2% -$5.31K 0.16% 74
2021
Q3
$320K Buy
6,000
+800
+15% +$42.7K 0.18% 66
2021
Q2
$291K Buy
5,200
+701
+16% +$39.2K 0.18% 63
2021
Q1
$288K Sell
4,499
-179
-4% -$11.5K 0.21% 60
2020
Q4
$233K Sell
4,678
-310
-6% -$15.4K 0.18% 64
2020
Q3
$258K Buy
4,988
+87
+2% +$4.5K 0.21% 57
2020
Q2
$293K Buy
+4,901
New +$293K 0.27% 54