Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Sell
3,148
-142
-4% -$31.6K 0.04% 193
2025
Q1
$676K Buy
3,290
+1,081
+49% +$222K 0.04% 200
2024
Q4
$404K Buy
2,209
+126
+6% +$23K 0.03% 259
2024
Q3
$427K Sell
2,083
-85
-4% -$17.4K 0.03% 241
2024
Q2
$380K Sell
2,168
-128
-6% -$22.4K 0.03% 269
2024
Q1
$394K Sell
2,296
-396
-15% -$68K 0.03% 278
2023
Q4
$406K Sell
2,692
-188
-7% -$28.3K 0.03% 279
2023
Q3
$346K Sell
2,880
-648
-18% -$77.9K 0.03% 291
2023
Q2
$438K Buy
3,528
+48
+1% +$5.97K 0.03% 294
2023
Q1
$403K Sell
3,480
-256
-7% -$29.6K 0.03% 304
2022
Q4
$422K Buy
3,736
+360
+11% +$40.7K 0.04% 286
2022
Q3
$328K Sell
3,376
-276
-8% -$26.8K 0.03% 319
2022
Q2
$341K Buy
3,652
+308
+9% +$28.8K 0.03% 294
2022
Q1
$370K Hold
3,344
0.03% 314
2021
Q4
$370K Buy
3,344
+384
+13% +$42.5K 0.03% 314
2021
Q3
$282K Buy
2,960
+80
+3% +$7.62K 0.03% 329
2021
Q2
$275K Buy
2,880
+48
+2% +$4.58K 0.02% 327
2021
Q1
$242K Buy
2,832
+40
+1% +$3.42K 0.02% 330
2020
Q4
$247K Buy
2,792
+160
+6% +$14.2K 0.03% 295
2020
Q3
$219K Buy
+2,632
New +$219K 0.03% 265