Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
50,564
+4,785
+10% +$51.9K 0.12% 180
2025
Q1
$459K Sell
45,779
-730
-2% -$7.32K 0.1% 186
2024
Q4
$460K Buy
46,509
+4,150
+10% +$41.1K 0.1% 190
2024
Q3
$447K Buy
42,359
+5,925
+16% +$62.6K 0.1% 195
2024
Q2
$457K Buy
36,434
+1,348
+4% +$16.9K 0.11% 191
2024
Q1
$466K Sell
35,086
-6,174
-15% -$82K 0.11% 186
2023
Q4
$503K Sell
41,260
-1,922
-4% -$23.4K 0.14% 157
2023
Q3
$536K Buy
43,182
+5,254
+14% +$65.3K 0.16% 148
2023
Q2
$574K Sell
37,928
-2,313
-6% -$35K 0.18% 140
2023
Q1
$507K Buy
40,241
+295
+0.7% +$3.72K 0.18% 139
2022
Q4
$465K Buy
39,946
+3,989
+11% +$46.4K 0.2% 122
2022
Q3
$402K Sell
35,957
-1,991
-5% -$22.3K 0.19% 125
2022
Q2
$422K Buy
37,948
+2,108
+6% +$23.4K 0.19% 129
2022
Q1
$606K Buy
35,840
+9,600
+37% +$162K 0.22% 112
2021
Q4
$545K Sell
26,240
-4,834
-16% -$100K 0.21% 119
2021
Q3
$440K Buy
+31,074
New +$440K 0.17% 136