Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Buy
5,739
+2,110
+58% +$287K 0.39% 32
2025
Q1
$481K Sell
3,629
-318
-8% -$42.1K 0.27% 32
2024
Q4
$446K Buy
3,947
+41
+1% +$4.63K 0.21% 35
2024
Q3
$445K Sell
3,906
-1
-0% -$114 0.21% 32
2024
Q2
$406K Sell
3,907
-770
-16% -$80K 0.19% 35
2024
Q1
$532K Buy
4,677
+107
+2% +$12.2K 0.25% 28
2023
Q4
$503K Buy
4,570
+1,041
+29% +$115K 0.25% 25
2023
Q3
$342K Sell
3,529
-3,979
-53% -$386K 0.22% 25
2023
Q2
$819K Buy
7,508
+1,360
+22% +$148K 0.52% 8
2023
Q1
$623K Sell
6,148
-1,430
-19% -$145K 0.4% 7
2022
Q4
$832K Buy
+7,578
New +$832K 0.47% 12
2020
Q3
$929K Hold
8,540
1.32% 11
2020
Q2
$781K Sell
8,540
-150
-2% -$13.7K 0.84% 14
2020
Q1
$686K Hold
8,690
1.06% 22
2019
Q4
$755K Buy
+8,690
New +$755K 0.71% 36