Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
7,273
-854
-11% -$90.1K 0.12% 121
2025
Q1
$904K Buy
8,127
+571
+8% +$63.5K 0.06% 115
2024
Q4
$782K Buy
7,556
+1,498
+25% +$155K 0.05% 131
2024
Q3
$677K Sell
6,058
-1,857
-23% -$208K 0.04% 161
2024
Q2
$707K Sell
7,915
-254
-3% -$22.7K 0.04% 147
2024
Q1
$701K Buy
8,169
+364
+5% +$31.3K 0.04% 149
2023
Q4
$644K Sell
7,805
-398
-5% -$32.8K 0.04% 143
2023
Q3
$630K Buy
8,203
+161
+2% +$12.4K 0.05% 119
2023
Q2
$561K Buy
8,042
+1,360
+20% +$94.9K 0.04% 134
2023
Q1
$431K Buy
6,682
+756
+13% +$48.8K 0.03% 164
2022
Q4
$426K Buy
5,926
+135
+2% +$9.71K 0.04% 159
2022
Q3
$325K Buy
5,791
+1,969
+52% +$111K 0.03% 169
2022
Q2
$211K Sell
3,822
-73
-2% -$4.03K 0.02% 270
2022
Q1
$251K Buy
3,895
+2,480
+175% +$160K 0.02% 277
2021
Q4
$83K Sell
1,415
-4,186
-75% -$246K 0.01% 422
2021
Q3
$292K Buy
5,601
+2,809
+101% +$146K 0.03% 195
2021
Q2
$150K Buy
2,792
+884
+46% +$47.5K 0.01% 311
2021
Q1
$98K Sell
1,908
-280
-13% -$14.4K 0.01% 341
2020
Q4
$97K Sell
2,188
-503
-19% -$22.3K 0.01% 314
2020
Q3
$98K Buy
2,691
+476
+21% +$17.3K 0.02% 264
2020
Q2
$80K Buy
2,215
+1,763
+390% +$63.7K 0.02% 256
2020
Q1
$15K Buy
452
+300
+197% +$9.96K ﹤0.01% 474
2019
Q4
$8K Buy
152
+141
+1,282% +$7.42K ﹤0.01% 548
2019
Q3
$1K Buy
+11
New +$1K ﹤0.01% 360