Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
2,892
+137
+5% +$27.1K 0.09% 170
2025
Q1
$565K Buy
2,755
+102
+4% +$20.9K 0.04% 173
2024
Q4
$609K Sell
2,653
-163
-6% -$37.4K 0.04% 168
2024
Q3
$783K Sell
2,816
-173
-6% -$48.1K 0.04% 140
2024
Q2
$747K Buy
2,989
+267
+10% +$66.7K 0.04% 135
2024
Q1
$680K Buy
2,722
+158
+6% +$39.5K 0.04% 151
2023
Q4
$593K Sell
2,564
-633
-20% -$146K 0.04% 155
2023
Q3
$703K Buy
3,197
+527
+20% +$116K 0.05% 100
2023
Q2
$568K Buy
2,670
+151
+6% +$32.1K 0.04% 131
2023
Q1
$563K Sell
2,519
-163
-6% -$36.4K 0.04% 114
2022
Q4
$631K Sell
2,682
-246
-8% -$57.9K 0.05% 94
2022
Q3
$671K Buy
2,928
+600
+26% +$138K 0.06% 70
2022
Q2
$523K Buy
2,328
+747
+47% +$168K 0.05% 96
2022
Q1
$411K Sell
1,581
-1,114
-41% -$290K 0.03% 167
2021
Q4
$786K Buy
2,695
+8
+0.3% +$2.33K 0.07% 66
2021
Q3
$725K Buy
2,687
+82
+3% +$22.1K 0.07% 66
2021
Q2
$620K Buy
2,605
+281
+12% +$66.9K 0.06% 69
2021
Q1
$464K Buy
2,324
+133
+6% +$26.6K 0.06% 85
2020
Q4
$431K Buy
2,191
+685
+45% +$135K 0.06% 74
2020
Q3
$287K Buy
1,506
+145
+11% +$27.6K 0.05% 98
2020
Q2
$213K Buy
1,361
+648
+91% +$101K 0.05% 110
2020
Q1
$87K Buy
713
+305
+75% +$37.2K 0.02% 157
2019
Q4
$56K Buy
408
+358
+716% +$49.1K 0.02% 165
2019
Q3
$6K Buy
50
+14
+39% +$1.68K ﹤0.01% 256
2019
Q2
$5K Buy
+36
New +$5K ﹤0.01% 296