Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Buy
18,899
+1,109
+6% +$32.1K 0.02% 138
2025
Q1
$503K Buy
17,790
+2,751
+18% +$77.8K 0.02% 126
2024
Q4
$342K Sell
15,039
-1,268
-8% -$28.9K 0.01% 142
2024
Q3
$359K Sell
16,307
-5,692
-26% -$125K 0.01% 149
2024
Q2
$420K Buy
21,999
+1,087
+5% +$20.8K 0.02% 137
2024
Q1
$368K Buy
20,912
+3,215
+18% +$56.6K 0.02% 141
2023
Q4
$266K Hold
17,697
0.02% 138
2023
Q3
$266K Sell
17,697
-2,491
-12% -$37.4K 0.02% 138
2023
Q2
$322K Buy
20,188
+3,166
+19% +$50.5K 0.02% 132
2023
Q1
$328K Buy
17,022
+2,211
+15% +$42.6K 0.02% 127
2022
Q4
$273K Buy
14,811
+1,919
+15% +$35.3K 0.02% 128
2022
Q3
$198K Sell
12,892
-290
-2% -$4.45K 0.02% 131
2022
Q2
$276K Sell
13,182
-4,990
-27% -$104K 0.02% 120
2022
Q1
$324K Buy
18,172
+163
+0.9% +$2.91K 0.03% 107
2021
Q4
$335K Sell
18,009
-324
-2% -$6.03K 0.03% 108
2021
Q3
$374K Sell
18,333
-647
-3% -$13.2K 0.04% 101
2021
Q2
$413K Buy
18,980
+408
+2% +$8.88K 0.05% 98
2021
Q1
$425K Buy
18,572
+670
+4% +$15.3K 0.07% 85
2020
Q4
$386K Buy
+17,902
New +$386K 0.07% 75