Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
10,915
+415
+4% +$12.4K 0.07% 63
2025
Q1
$355K Buy
10,500
+1,254
+14% +$42.4K 0.07% 136
2024
Q4
$273K Sell
9,246
-788
-8% -$23.3K 0.05% 168
2024
Q3
$315K Sell
10,034
-733
-7% -$23K 0.06% 143
2024
Q2
$389K Buy
10,767
+422
+4% +$15.2K 0.08% 122
2024
Q1
$390K Buy
10,345
+13
+0.1% +$490 0.09% 120
2023
Q4
$366K Buy
10,332
+3,249
+46% +$115K 0.09% 118
2023
Q3
$274K Buy
7,083
+345
+5% +$13.4K 0.07% 130
2023
Q2
$238K Sell
6,738
-2
-0% -$71 0.06% 145
2023
Q1
$256K Sell
6,740
-959
-12% -$36.4K 0.07% 127
2022
Q4
$269K Sell
7,699
-243
-3% -$8.49K 0.08% 122
2022
Q3
$227K Buy
7,942
+1,491
+23% +$42.6K 0.07% 136
2022
Q2
$183K Buy
6,451
+1,205
+23% +$34.2K 0.05% 174
2022
Q1
$154K Sell
5,246
-1,425
-21% -$41.8K 0.04% 212
2021
Q4
$178K Sell
6,671
-279
-4% -$7.44K 0.05% 192
2021
Q3
$190K Hold
6,950
0.06% 162
2021
Q2
$184K Buy
6,950
+501
+8% +$13.3K 0.05% 159
2021
Q1
$157K Sell
6,449
-609
-9% -$14.8K 0.04% 160
2020
Q4
$144K Sell
7,058
-3,129
-31% -$63.8K 0.04% 147
2020
Q3
$164K Buy
+10,187
New +$164K 0.05% 127