Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Buy
9,547
+663
+7% +$32.1K 0.36% 84
2025
Q1
$422K Buy
8,884
+895
+11% +$42.5K 0.34% 84
2024
Q4
$346K Sell
7,989
-2,556
-24% -$111K 0.28% 102
2024
Q3
$738K Sell
10,545
-566
-5% -$39.6K 0.6% 54
2024
Q2
$730K Buy
11,111
+167
+2% +$11K 0.63% 53
2024
Q1
$858K Buy
10,944
+60
+0.6% +$4.71K 0.74% 47
2023
Q4
$1.04M Buy
10,884
+138
+1% +$13.1K 0.98% 29
2023
Q3
$1.1M Sell
10,746
-383
-3% -$39.3K 1.03% 30
2023
Q2
$823K Buy
11,129
+64
+0.6% +$4.73K 0.82% 40
2023
Q1
$817K Buy
11,065
+1,830
+20% +$135K 0.82% 39
2022
Q4
$494K Buy
9,235
+452
+5% +$24.2K 0.56% 59
2022
Q3
$336K Buy
8,783
+154
+2% +$5.89K 0.41% 71
2022
Q2
$386K Buy
8,629
+1,691
+24% +$75.6K 0.46% 65
2022
Q1
$399K Sell
6,938
-3,045
-31% -$175K 0.45% 64
2021
Q4
$544K Buy
+9,983
New +$544K 0.47% 62