Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$983K Buy
321,328
+16,932
+6% +$51.8K 0.03% 470
2024
Q4
$1.08M Sell
304,396
-16,544
-5% -$58.6K 0.04% 402
2024
Q3
$1.04M Buy
320,940
+19,482
+6% +$63.1K 0.04% 385
2024
Q2
$919K Buy
301,458
+103,176
+52% +$315K 0.04% 387
2024
Q1
$570K Buy
198,282
+29,588
+18% +$85.1K 0.03% 367
2023
Q4
$470K Buy
168,694
+16,676
+11% +$46.4K 0.03% 403
2023
Q3
$368K Sell
152,018
-25,234
-14% -$61.1K 0.03% 442
2023
Q2
$418K Buy
177,252
+91,426
+107% +$216K 0.03% 415
2023
Q1
$193K Sell
85,826
-13,512
-14% -$30.3K 0.01% 598
2022
Q4
$231K Buy
99,338
+22,012
+28% +$51.3K 0.02% 471
2022
Q3
$182K Buy
77,326
+12,600
+19% +$29.7K 0.02% 527
2022
Q2
$172K Buy
64,726
+21,016
+48% +$55.8K 0.02% 517
2022
Q1
$169K Sell
43,710
-200
-0.5% -$773 0.02% 571
2021
Q4
$214K Buy
43,910
+21,900
+100% +$107K 0.02% 524
2021
Q3
$97K Buy
+22,010
New +$97K 0.01% 524