Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
2,224
+1,435
+182% +$401K 0.02% 128
2025
Q1
$246K Buy
+789
New +$246K 0.01% 183
2024
Q4
Sell
-1,490
Closed -$480K 201
2024
Q3
$480K Buy
1,490
+46
+3% +$14.8K 0.02% 128
2024
Q2
$451K Buy
1,444
+11
+0.8% +$3.44K 0.02% 133
2024
Q1
$408K Buy
1,433
+34
+2% +$9.67K 0.02% 133
2023
Q4
$376K Hold
1,399
0.02% 125
2023
Q3
$376K Buy
1,399
+236
+20% +$63.4K 0.02% 125
2023
Q2
$258K Sell
1,163
-136
-10% -$30.2K 0.02% 149
2023
Q1
$314K Buy
1,299
+69
+6% +$16.7K 0.02% 130
2022
Q4
$323K Sell
1,230
-108
-8% -$28.4K 0.02% 119
2022
Q3
$302K Buy
1,338
+59
+5% +$13.3K 0.02% 113
2022
Q2
$311K Buy
1,279
+145
+13% +$35.3K 0.02% 113
2022
Q1
$274K Buy
1,134
+3
+0.3% +$725 0.02% 116
2021
Q4
$254K Sell
1,131
-25
-2% -$5.62K 0.02% 121
2021
Q3
$246K Sell
1,156
-30
-3% -$6.38K 0.02% 125
2021
Q2
$289K Buy
1,186
+29
+3% +$7.07K 0.03% 110
2021
Q1
$288K Hold
1,157
0.04% 106
2020
Q4
$259K Buy
+1,157
New +$259K 0.05% 93