Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
2,876
+56
+2% +$16.2K 0.13% 81
2025
Q1
$852K Sell
2,820
-167
-6% -$50.4K 0.14% 80
2024
Q4
$825K Sell
2,987
-23
-0.8% -$6.35K 0.15% 81
2024
Q3
$868K Sell
3,010
-86
-3% -$24.8K 0.15% 79
2024
Q2
$790K Buy
3,096
+25
+0.8% +$6.38K 0.15% 80
2024
Q1
$796K Sell
3,071
-247
-7% -$64K 0.14% 77
2023
Q4
$750K Sell
3,318
-39
-1% -$8.82K 0.14% 84
2023
Q3
$699K Sell
3,357
-5
-0.1% -$1.04K 0.16% 73
2023
Q2
$647K Buy
3,362
+108
+3% +$20.8K 0.14% 81
2023
Q1
$632K Sell
3,254
-412
-11% -$80K 0.14% 82
2022
Q4
$809K Sell
3,666
-103
-3% -$22.7K 0.17% 69
2022
Q3
$685K Buy
3,769
+28
+0.7% +$5.09K 0.18% 63
2022
Q2
$678K Sell
3,741
-173
-4% -$31.4K 0.17% 65
2022
Q1
$837K Buy
3,914
+78
+2% +$16.7K 0.18% 59
2021
Q4
$741K Buy
3,836
+397
+12% +$76.7K 0.15% 73
2021
Q3
$597K Buy
+3,439
New +$597K 0.14% 80