Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
1,516
+198
+15% +$65.4K 0.03% 295
2025
Q1
$433K Buy
1,318
+178
+16% +$58.5K 0.03% 280
2024
Q4
$315K Sell
1,140
-30
-3% -$8.29K 0.03% 320
2024
Q3
$405K Sell
1,170
-45
-4% -$15.6K 0.03% 274
2024
Q2
$404K Sell
1,215
-27
-2% -$8.99K 0.04% 275
2024
Q1
$451K Buy
1,242
+106
+9% +$38.5K 0.05% 222
2023
Q4
$340K Buy
1,136
+12
+1% +$3.59K 0.04% 240
2023
Q3
$322K Sell
1,124
-305
-21% -$87.3K 0.04% 227
2023
Q2
$401K Buy
1,429
+232
+19% +$65.1K 0.05% 197
2023
Q1
$306K Sell
1,197
-26
-2% -$6.65K 0.04% 224
2022
Q4
$405K Sell
1,223
-44
-3% -$14.6K 0.06% 182
2022
Q3
$352K Sell
1,267
-20
-2% -$5.56K 0.06% 175
2022
Q2
$370K Buy
1,287
+163
+15% +$46.9K 0.06% 176
2022
Q1
$269K Buy
1,124
+5
+0.4% +$1.2K 0.04% 212
2021
Q4
$257K Buy
1,119
+41
+4% +$9.42K 0.03% 225
2021
Q3
$216K Buy
+1,078
New +$216K 0.03% 240