Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Buy
10,790
+674
+7% +$7.31K 0.02% 370
2025
Q1
$101K Sell
10,116
-6,718
-40% -$67.4K 0.01% 367
2024
Q4
$167K Buy
16,834
+1,034
+7% +$10.2K 0.03% 351
2024
Q3
$167K Sell
15,800
-2,639
-14% -$27.9K 0.02% 374
2024
Q2
$231K Sell
18,439
-3,064
-14% -$38.4K 0.03% 351
2024
Q1
$286K Sell
21,503
-446
-2% -$5.92K 0.04% 328
2023
Q4
$268K Sell
21,949
-2,498
-10% -$30.5K 0.04% 335
2023
Q3
$304K Sell
24,447
-358
-1% -$4.45K 0.05% 269
2023
Q2
$375K Buy
24,805
+9,583
+63% +$145K 0.06% 239
2023
Q1
$178K Buy
15,222
+303
+2% +$3.54K 0.04% 327
2022
Q4
$182K Sell
14,919
-4,649
-24% -$56.6K 0.04% 326
2022
Q3
$219K Sell
19,568
-6,448
-25% -$72.2K 0.06% 277
2022
Q2
$290K Buy
26,016
+4,327
+20% +$48.2K 0.06% 290
2022
Q1
$367K Sell
21,689
-3,285
-13% -$55.6K 0.07% 271
2021
Q4
$519K Buy
24,974
+2,151
+9% +$44.7K 0.09% 212
2021
Q3
$354K Buy
22,823
+6,606
+41% +$102K 0.07% 269
2021
Q2
$226K Sell
16,217
-1,000
-6% -$13.9K 0.05% 270
2021
Q1
$215K Buy
17,217
+1,300
+8% +$16.2K 0.05% 272
2020
Q4
$140K Buy
15,917
+200
+1% +$1.76K 0.06% 203
2020
Q3
$134K Sell
15,717
-6,392
-29% -$54.5K 0.07% 193
2020
Q2
$155K Buy
+22,109
New +$155K 0.06% 233