Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
10,145
+450
+5% +$16.1K 0.04% 260
2025
Q1
$358K Sell
9,695
-2,691
-22% -$99.3K 0.04% 248
2024
Q4
$465K Buy
12,386
+244
+2% +$9.16K 0.06% 219
2024
Q3
$507K Buy
12,142
+188
+2% +$7.85K 0.07% 208
2024
Q2
$468K Sell
11,954
-4,291
-26% -$168K 0.06% 206
2024
Q1
$704K Sell
16,245
-224
-1% -$9.71K 0.1% 150
2023
Q4
$722K Sell
16,469
-5,809
-26% -$255K 0.1% 143
2023
Q3
$988K Buy
22,278
+294
+1% +$13K 0.16% 113
2023
Q2
$913K Sell
21,984
-325
-1% -$13.5K 0.14% 117
2023
Q1
$846K Buy
22,309
+4,364
+24% +$165K 0.13% 112
2022
Q4
$628K Buy
17,945
+2,011
+13% +$70.4K 0.1% 133
2022
Q3
$467K Buy
15,934
+9,108
+133% +$267K 0.09% 149
2022
Q2
$268K Buy
6,826
+731
+12% +$28.7K 0.05% 216
2022
Q1
$285K Sell
6,095
-3,043
-33% -$142K 0.05% 211
2021
Q4
$460K Sell
9,138
-342
-4% -$17.2K 0.09% 161
2021
Q3
$530K Buy
9,480
+2,746
+41% +$154K 0.11% 135
2021
Q2
$384K Buy
6,734
+457
+7% +$26.1K 0.08% 173
2021
Q1
$340K Buy
6,277
+10
+0.2% +$542 0.08% 190
2020
Q4
$328K Buy
6,267
+304
+5% +$15.9K 0.08% 189
2020
Q3
$276K Buy
+5,963
New +$276K 0.07% 179