Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
229,451
+12,068
+6% +$5.45K ﹤0.01% 1121
2025
Q1
$88.5K Sell
217,383
-3,292
-1% -$1.34K ﹤0.01% 1058
2024
Q4
$146K Sell
220,675
-4,941
-2% -$3.27K ﹤0.01% 1038
2024
Q3
$191K Sell
225,616
-9,100
-4% -$7.72K 0.01% 1093
2024
Q2
$157K Sell
234,716
-1,907
-0.8% -$1.27K 0.01% 976
2024
Q1
$308K Sell
236,623
-945
-0.4% -$1.23K 0.01% 795
2023
Q4
$136K Sell
237,568
-18,382
-7% -$10.5K 0.01% 931
2023
Q3
$193K Sell
255,950
-1,178
-0.5% -$888 0.01% 881
2023
Q2
$188K Sell
257,128
-4,095
-2% -$2.99K 0.01% 895
2023
Q1
$198K Sell
261,223
-7,644
-3% -$5.78K 0.01% 864
2022
Q4
$258K Sell
268,867
-1,458
-0.5% -$1.4K 0.02% 716
2022
Q3
$589K Buy
270,325
+10,546
+4% +$23K 0.04% 406
2022
Q2
$909K Buy
259,779
+1,055
+0.4% +$3.69K 0.08% 255
2022
Q1
$1.3M Buy
258,724
+13,073
+5% +$65.9K 0.1% 208
2021
Q4
$1.54M Buy
245,651
+35,349
+17% +$222K 0.11% 177
2021
Q3
$1.67M Buy
210,302
+2,960
+1% +$23.5K 0.14% 150
2021
Q2
$1.55M Buy
+207,342
New +$1.55M 0.1% 215