Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
1,292
-113
-8% -$43.7K 0.07% 170
2025
Q1
$539K Buy
1,405
+64
+5% +$24.5K 0.08% 154
2024
Q4
$596K Sell
1,341
-37
-3% -$16.5K 0.09% 137
2024
Q3
$714K Sell
1,378
-55
-4% -$28.5K 0.12% 121
2024
Q2
$796K Sell
1,433
-16
-1% -$8.89K 0.14% 101
2024
Q1
$731K Buy
1,449
+1
+0.1% +$505 0.13% 110
2023
Q4
$864K Buy
1,448
+1
+0.1% +$597 0.17% 90
2023
Q3
$738K Buy
1,447
+70
+5% +$35.7K 0.17% 99
2023
Q2
$673K Buy
1,377
+93
+7% +$45.5K 0.14% 103
2023
Q1
$495K Buy
1,284
+29
+2% +$11.2K 0.11% 122
2022
Q4
$422K Buy
1,255
+108
+9% +$36.3K 0.1% 127
2022
Q3
$316K Buy
1,147
+95
+9% +$26.2K 0.09% 137
2022
Q2
$385K Sell
1,052
-109
-9% -$39.9K 0.1% 109
2022
Q1
$529K Buy
1,161
+44
+4% +$20K 0.13% 99
2021
Q4
$633K Buy
1,117
+982
+727% +$556K 0.16% 90
2021
Q3
$66K Sell
135
-947
-88% -$463K 0.05% 151
2021
Q2
$634K Buy
1,082
+591
+120% +$346K 0.18% 80
2021
Q1
$233K Buy
491
+355
+261% +$168K 0.09% 113
2020
Q4
$68K Buy
136
+1
+0.7% +$500 0.04% 161
2020
Q3
$66K Buy
+135
New +$66K 0.05% 151