Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
3,244
+656
+25% +$96.4K 0.05% 288
2025
Q1
$406K Buy
2,588
+87
+3% +$13.7K 0.05% 292
2024
Q4
$438K Buy
2,501
+283
+13% +$49.6K 0.05% 337
2024
Q3
$465K Buy
2,218
+1
+0% +$210 0.05% 310
2024
Q2
$393K Buy
2,217
+482
+28% +$85.4K 0.05% 343
2024
Q1
$412K Sell
1,735
-479
-22% -$114K 0.04% 372
2023
Q4
$431K Buy
2,214
+319
+17% +$62.1K 0.05% 390
2023
Q3
$356K Sell
1,895
-77
-4% -$14.5K 0.05% 358
2023
Q2
$359K Buy
1,972
+221
+13% +$40.2K 0.04% 381
2023
Q1
$322K Buy
1,751
+22
+1% +$4.05K 0.04% 349
2022
Q4
$283K Sell
1,729
-180
-9% -$29.4K 0.04% 311
2022
Q3
$242K Buy
1,909
+259
+16% +$32.8K 0.03% 317
2022
Q2
$257K Buy
1,650
+3
+0.2% +$467 0.03% 310
2022
Q1
$294K Sell
1,647
-128
-7% -$22.8K 0.03% 321
2021
Q4
$249K Buy
1,775
+410
+30% +$57.5K 0.03% 542
2021
Q3
$240K Buy
+1,365
New +$240K 0.03% 413