Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
791
-6
-0.8% -$3.21K ﹤0.01% 532
2025
Q1
$295K Sell
797
-178
-18% -$65.8K ﹤0.01% 649
2024
Q4
$443K Buy
975
+37
+4% +$16.8K ﹤0.01% 534
2024
Q3
$404K Sell
938
-3
-0.3% -$1.29K ﹤0.01% 570
2024
Q2
$344K Buy
941
+20
+2% +$7.3K ﹤0.01% 577
2024
Q1
$323K Sell
921
-2,469
-73% -$865K ﹤0.01% 582
2023
Q4
$730K Buy
3,390
+3
+0.1% +$646 0.01% 354
2023
Q3
$713K Buy
3,387
+6
+0.2% +$1.26K 0.01% 339
2023
Q2
$625K Sell
3,381
-128
-4% -$23.7K 0.01% 392
2023
Q1
$571K Buy
3,509
+24
+0.7% +$3.9K 0.01% 408
2022
Q4
$516K Buy
3,485
+42
+1% +$6.22K 0.01% 437
2022
Q3
$398K Buy
3,443
+237
+7% +$27.4K 0.01% 454
2022
Q2
$330K Sell
3,206
-1
-0% -$103 0.01% 519
2022
Q1
$361K Buy
3,207
+12
+0.4% +$1.35K ﹤0.01% 526
2021
Q4
$407K Buy
3,195
+48
+2% +$6.12K ﹤0.01% 490
2021
Q3
$363K Sell
3,147
-13
-0.4% -$1.5K ﹤0.01% 511
2021
Q2
$389K Buy
3,160
+13
+0.4% +$1.6K ﹤0.01% 477
2021
Q1
$353K Buy
3,147
+22
+0.7% +$2.47K ﹤0.01% 486
2020
Q4
$286K Buy
3,125
+36
+1% +$3.3K ﹤0.01% 472
2020
Q3
$209K Sell
3,089
-27
-0.9% -$1.83K ﹤0.01% 514
2020
Q2
$206K Buy
+3,116
New +$206K ﹤0.01% 504