Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$959K Buy
39,217
+2,036
+5% +$49.8K 0.01% 761
2025
Q1
$1.03M Buy
37,181
+2,460
+7% +$68.1K 0.02% 671
2024
Q4
$1.13M Sell
34,721
-5,413
-13% -$177K 0.02% 602
2024
Q3
$1.44M Buy
40,134
+4,661
+13% +$167K 0.03% 512
2024
Q2
$1.24M Buy
35,473
+13,910
+65% +$487K 0.02% 508
2024
Q1
$652K Buy
21,563
+604
+3% +$18.3K 0.01% 697
2023
Q4
$631K Sell
20,959
-1,963
-9% -$59.1K 0.02% 654
2023
Q3
$589K Buy
22,922
+2,383
+12% +$61.2K 0.02% 616
2023
Q2
$631K Buy
20,539
+4,659
+29% +$143K 0.02% 566
2023
Q1
$466K Buy
15,880
+412
+3% +$12.1K 0.02% 623
2022
Q4
$416K Sell
15,468
-438
-3% -$11.8K 0.02% 571
2022
Q3
$396K Buy
15,906
+92
+0.6% +$2.29K 0.02% 561
2022
Q2
$518K Sell
15,814
-202
-1% -$6.62K 0.03% 490
2022
Q1
$581K Buy
16,016
+178
+1% +$6.46K 0.03% 524
2021
Q4
$597K Buy
15,838
+558
+4% +$21K 0.03% 531
2021
Q3
$418K Buy
15,280
+1,550
+11% +$42.4K 0.02% 593
2021
Q2
$415K Buy
13,730
+2,404
+21% +$72.7K 0.03% 561
2021
Q1
$360K Buy
11,326
+824
+8% +$26.2K 0.03% 542
2020
Q4
$255K Buy
+10,502
New +$255K 0.02% 599