Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Sell
6,836
-308
-4% -$24.4K 0.07% 192
2025
Q1
$641K Buy
7,144
+1,906
+36% +$171K 0.09% 158
2024
Q4
$521K Sell
5,238
-810
-13% -$80.6K 0.08% 186
2024
Q3
$687K Sell
6,048
-245
-4% -$27.8K 0.1% 163
2024
Q2
$779K Sell
6,293
-2,641
-30% -$327K 0.12% 155
2024
Q1
$1.18M Buy
8,934
+2,475
+38% +$327K 0.17% 117
2023
Q4
$704K Sell
6,459
-722
-10% -$78.7K 0.1% 174
2023
Q3
$739K Buy
7,181
+383
+6% +$39.4K 0.13% 145
2023
Q2
$784K Buy
6,798
+2,019
+42% +$233K 0.13% 143
2023
Q1
$560K Sell
4,779
-915
-16% -$107K 0.12% 167
2022
Q4
$626K Sell
5,694
-5,919
-51% -$651K 0.14% 150
2022
Q3
$1M Sell
11,613
-7,399
-39% -$637K 0.27% 85
2022
Q2
$1.73M Sell
19,012
-1,036
-5% -$94.4K 0.37% 56
2022
Q1
$1.65M Sell
20,048
-1,410
-7% -$116K 0.29% 68
2021
Q4
$1.65M Buy
21,458
+575
+3% +$44.1K 0.29% 76
2021
Q3
$1.7M Buy
20,883
+11,267
+117% +$919K 0.31% 68
2021
Q2
$723K Sell
9,616
-389
-4% -$29.2K 0.17% 127
2021
Q1
$739K Buy
10,005
+2,096
+27% +$155K 0.19% 120
2020
Q4
$617K Buy
7,909
+493
+7% +$38.5K 0.28% 71
2020
Q3
$574K Sell
7,416
-1,652
-18% -$128K 0.28% 76
2020
Q2
$723K Buy
+9,068
New +$723K 0.28% 80