Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
164,147
+2,860
+2% +$8.64K 0.07% 164
2025
Q1
$494K Sell
161,287
-17,796
-10% -$54.5K 0.07% 157
2024
Q4
$634K Buy
179,083
+2,191
+1% +$7.76K 0.09% 128
2024
Q3
$573K Buy
176,892
+4,836
+3% +$15.7K 0.09% 130
2024
Q2
$525K Buy
172,056
+378
+0.2% +$1.15K 0.09% 128
2024
Q1
$494K Buy
171,678
+11,816
+7% +$34K 0.08% 137
2023
Q4
$445K Buy
159,862
+6,786
+4% +$18.9K 0.09% 134
2023
Q3
$370K Buy
153,076
+32,000
+26% +$77.4K 0.08% 138
2023
Q2
$286K Buy
121,076
+7,686
+7% +$18.1K 0.06% 195
2023
Q1
$255K Buy
113,390
+26,458
+30% +$59.4K 0.05% 249
2022
Q4
$203K Buy
86,932
+12,036
+16% +$28.1K 0.04% 281
2022
Q3
$176K Sell
74,896
-15,750
-17% -$37K 0.04% 256
2022
Q2
$241K Buy
90,646
+16,764
+23% +$44.6K 0.06% 223
2022
Q1
$285K Buy
73,882
+38,334
+108% +$148K 0.07% 209
2021
Q4
$173K Buy
35,548
+3,476
+11% +$16.9K 0.04% 250
2021
Q3
$142K Buy
32,072
+1,966
+7% +$8.71K 0.04% 241
2021
Q2
$118K Buy
+30,106
New +$118K 0.03% 237