Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Sell
3,438
-533
-13% -$69K 0.01% 363
2025
Q1
$478K Sell
3,971
-62
-2% -$7.46K 0.01% 346
2024
Q4
$471K Sell
4,033
-16
-0.4% -$1.87K 0.01% 352
2024
Q3
$609K Sell
4,049
-43
-1% -$6.46K 0.02% 296
2024
Q2
$647K Buy
4,092
+127
+3% +$20.1K 0.02% 285
2024
Q1
$785K Buy
3,965
+459
+13% +$90.8K 0.03% 255
2023
Q4
$610K Buy
3,506
+6
+0.2% +$1.04K 0.02% 284
2023
Q3
$547K Buy
3,500
+51
+1% +$7.98K 0.02% 292
2023
Q2
$566K Sell
3,449
-253
-7% -$41.5K 0.02% 299
2023
Q1
$572K Sell
3,702
-3,776
-50% -$583K 0.03% 298
2022
Q4
$986K Buy
7,478
+4,047
+118% +$534K 0.03% 288
2022
Q3
$367K Sell
3,431
-252
-7% -$27K 0.02% 320
2022
Q2
$385K Sell
3,683
-502
-12% -$52.5K 0.03% 289
2022
Q1
$622K Sell
4,185
-1,134
-21% -$169K 0.03% 263
2021
Q4
$608K Sell
5,319
-1,496
-22% -$171K 0.03% 294
2021
Q3
$672K Sell
6,815
-287
-4% -$28.3K 0.04% 265
2021
Q2
$682K Buy
7,102
+993
+16% +$95.4K 0.04% 267
2021
Q1
$491K Sell
6,109
-2,222
-27% -$179K 0.03% 302
2020
Q4
$443K Buy
+8,331
New +$443K 0.03% 295