Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
15,288
+2,269
+17% +$55K 0.17% 113
2025
Q1
$330K Sell
13,019
-1,000
-7% -$25.3K 0.18% 105
2024
Q4
$372K Sell
14,019
-1,294
-8% -$34.3K 0.19% 91
2024
Q3
$443K Buy
15,313
+830
+6% +$24K 0.23% 77
2024
Q2
$405K Buy
14,483
+2,672
+23% +$74.8K 0.23% 80
2024
Q1
$328K Sell
11,811
-357
-3% -$9.91K 0.19% 97
2023
Q4
$350K Buy
12,168
+2,478
+26% +$71.3K 0.22% 86
2023
Q3
$321K Buy
9,690
+231
+2% +$7.66K 0.23% 83
2023
Q2
$347K Buy
9,459
+405
+4% +$14.9K 0.24% 81
2023
Q1
$369K Sell
9,054
-500
-5% -$20.4K 0.28% 68
2022
Q4
$490K Sell
9,554
-323
-3% -$16.6K 0.4% 49
2022
Q3
$432K Buy
9,877
+32
+0.3% +$1.4K 0.4% 46
2022
Q2
$516K Buy
9,845
+39
+0.4% +$2.04K 0.51% 36
2022
Q1
$508K Sell
9,806
-352
-3% -$18.2K 0.41% 46
2021
Q4
$600K Buy
10,158
+349
+4% +$20.6K 0.45% 39
2021
Q3
$422K Buy
9,809
+1
+0% +$43 0.34% 57
2021
Q2
$384K Buy
9,808
+299
+3% +$11.7K 0.3% 60
2021
Q1
$345K Buy
9,509
+708
+8% +$25.7K 0.29% 62
2020
Q4
$324K Buy
8,801
+195
+2% +$7.18K 0.3% 66
2020
Q3
$300K Buy
8,606
+760
+10% +$26.5K 0.32% 61
2020
Q2
$243K Buy
7,846
+630
+9% +$19.5K 0.28% 66
2020
Q1
$223K Buy
+7,216
New +$223K 0.31% 61