Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
1,327
+13
+1% +$4.57K 0.01% 579
2025
Q1
$416K Buy
1,314
+123
+10% +$38.9K 0.01% 579
2024
Q4
$402K Sell
1,191
-5
-0.4% -$1.69K 0.01% 590
2024
Q3
$381K Sell
1,196
-78
-6% -$24.9K 0.01% 616
2024
Q2
$410K Buy
1,274
+69
+6% +$22.2K 0.01% 527
2024
Q1
$418K Buy
1,205
+48
+4% +$16.7K 0.02% 494
2023
Q4
$420K Buy
1,157
+23
+2% +$8.35K 0.02% 464
2023
Q3
$337K Sell
1,134
-6
-0.5% -$1.79K 0.01% 515
2023
Q2
$377K Sell
1,140
-41
-3% -$13.5K 0.02% 474
2023
Q1
$393K Buy
1,181
+146
+14% +$48.6K 0.02% 429
2022
Q4
$250K Sell
1,035
-252
-20% -$60.9K 0.01% 541
2022
Q3
$285K Buy
1,287
+222
+21% +$49.2K 0.01% 458
2022
Q2
$255K Buy
1,065
+181
+20% +$43.3K 0.01% 463
2022
Q1
$281K Buy
884
+69
+8% +$21.9K 0.01% 500
2021
Q4
$327K Buy
815
+9
+1% +$3.61K 0.01% 461
2021
Q3
$274K Buy
806
+8
+1% +$2.72K 0.01% 459
2021
Q2
$277K Buy
798
+8
+1% +$2.78K 0.01% 441
2021
Q1
$268K Buy
790
+43
+6% +$14.6K 0.01% 419
2020
Q4
$272K Sell
747
-1
-0.1% -$364 0.02% 366
2020
Q3
$245K Buy
748
+20
+3% +$6.55K 0.02% 355
2020
Q2
$212K Buy
+728
New +$212K 0.02% 354