Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Sell
4,344
-95
-2% -$16.4K 0.07% 196
2025
Q1
$784K Buy
4,439
+422
+11% +$74.5K 0.08% 177
2024
Q4
$782K Buy
4,017
+208
+5% +$40.5K 0.08% 183
2024
Q3
$680K Sell
3,809
-277
-7% -$49.5K 0.07% 204
2024
Q2
$838K Buy
4,086
+293
+8% +$60.1K 0.09% 166
2024
Q1
$955K Sell
3,793
-47
-1% -$11.8K 0.1% 156
2023
Q4
$704K Buy
3,840
+455
+13% +$83.4K 0.08% 195
2023
Q3
$608K Buy
3,385
+24
+0.7% +$4.31K 0.08% 206
2023
Q2
$540K Sell
3,361
-103
-3% -$16.6K 0.07% 230
2023
Q1
$491K Buy
3,464
+71
+2% +$10.1K 0.06% 242
2022
Q4
$463K Buy
3,393
+1,310
+63% +$179K 0.06% 235
2022
Q3
$272K Sell
2,083
-2,006
-49% -$262K 0.04% 304
2022
Q2
$631K Buy
4,089
+1,363
+50% +$210K 0.09% 195
2022
Q1
$491K Buy
2,726
+492
+22% +$88.6K 0.06% 242
2021
Q4
$414K Buy
2,234
+429
+24% +$79.5K 0.05% 269
2021
Q3
$320K Buy
1,805
+395
+28% +$70K 0.04% 298
2021
Q2
$246K Buy
+1,410
New +$246K 0.03% 334