Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Sell
3,443
-150
-4% -$36K 0.03% 327
2025
Q1
$839K Sell
3,593
-103
-3% -$24.1K 0.03% 291
2024
Q4
$954K Buy
3,696
+48
+1% +$12.4K 0.04% 286
2024
Q3
$892K Sell
3,648
-249
-6% -$60.9K 0.03% 303
2024
Q2
$871K Sell
3,897
-3,756
-49% -$840K 0.04% 291
2024
Q1
$2.09M Buy
7,653
+333
+5% +$90.8K 0.09% 177
2023
Q4
$2.02M Buy
7,320
+307
+4% +$84.8K 0.09% 170
2023
Q3
$1.51M Sell
7,013
-21
-0.3% -$4.51K 0.08% 200
2023
Q2
$1.59M Buy
7,034
+46
+0.7% +$10.4K 0.08% 194
2023
Q1
$1.44M Buy
6,988
+166
+2% +$34.3K 0.08% 197
2022
Q4
$1.14M Sell
6,822
-330
-5% -$55.2K 0.06% 220
2022
Q3
$1.09M Buy
7,152
+480
+7% +$73K 0.06% 207
2022
Q2
$931K Buy
6,672
+308
+5% +$43K 0.05% 229
2022
Q1
$1.52M Buy
6,364
+2,498
+65% +$598K 0.07% 190
2021
Q4
$1.06M Buy
3,866
+545
+16% +$149K 0.05% 239
2021
Q3
$829K Buy
3,321
+2,357
+245% +$588K 0.04% 259
2021
Q2
$230K Buy
+964
New +$230K 0.01% 460