Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
7,964
-715
-8% -$70.6K 0.37% 70
2025
Q1
$569K Buy
8,679
+243
+3% +$15.9K 0.29% 84
2024
Q4
$586K Sell
8,436
-306
-4% -$21.3K 0.27% 88
2024
Q3
$570K Sell
8,742
-682
-7% -$44.4K 0.26% 96
2024
Q2
$635K Sell
9,424
-280
-3% -$18.9K 0.31% 85
2024
Q1
$560K Sell
9,704
-344
-3% -$19.8K 0.27% 97
2023
Q4
$498K Buy
10,048
+618
+7% +$30.6K 0.27% 98
2023
Q3
$396K Buy
9,430
+1,142
+14% +$48K 0.23% 103
2023
Q2
$352K Sell
8,288
-210
-2% -$8.92K 0.21% 109
2023
Q1
$347K Buy
8,498
+226
+3% +$9.23K 0.21% 110
2022
Q4
$315K Buy
8,272
+224
+3% +$8.53K 0.2% 110
2022
Q3
$269K Buy
8,048
+392
+5% +$13.1K 0.18% 111
2022
Q2
$247K Buy
7,656
+282
+4% +$9.1K 0.16% 118
2022
Q1
$278K Sell
7,374
-224
-3% -$8.45K 0.16% 130
2021
Q4
$332K Buy
7,598
+20
+0.3% +$874 0.18% 118
2021
Q3
$277K Buy
7,578
+560
+8% +$20.5K 0.17% 124
2021
Q2
$240K Buy
7,018
+66
+0.9% +$2.26K 0.15% 137
2021
Q1
$230K Sell
6,952
-1,204
-15% -$39.8K 0.16% 127
2020
Q4
$266K Buy
8,156
+936
+13% +$30.5K 0.2% 111
2020
Q3
$195K Sell
7,220
-296
-4% -$7.99K 0.16% 116
2020
Q2
$180K Buy
7,516
+28
+0.4% +$671 0.16% 124
2020
Q1
$151K Buy
7,488
+836
+13% +$16.9K 0.16% 137
2019
Q4
$133K Buy
6,652
+248
+4% +$4.96K 0.11% 169
2019
Q3
$129K Buy
6,404
+4,824
+305% +$97.2K 0.12% 165
2019
Q2
$32K Buy
1,580
+1,360
+618% +$27.5K 0.03% 258
2019
Q1
$4K Buy
+220
New +$4K ﹤0.01% 336