Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
2,125
+87
+4% +$24.3K 0.15% 132
2025
Q1
$635K Buy
2,038
+244
+14% +$76K 0.17% 126
2024
Q4
$467K Buy
1,794
+220
+14% +$57.3K 0.12% 143
2024
Q3
$507K Sell
1,574
-205
-12% -$66.1K 0.14% 136
2024
Q2
$556K Buy
1,779
+87
+5% +$27.2K 0.17% 120
2024
Q1
$481K Sell
1,692
-17
-1% -$4.83K 0.15% 130
2023
Q4
$492K Sell
1,709
-406
-19% -$117K 0.18% 117
2023
Q3
$568K Buy
2,115
+96
+5% +$25.8K 0.23% 98
2023
Q2
$448K Buy
2,019
+414
+26% +$91.9K 0.18% 118
2023
Q1
$388K Buy
1,605
+235
+17% +$56.8K 0.16% 120
2022
Q4
$360K Sell
1,370
-436
-24% -$115K 0.16% 127
2022
Q3
$407K Buy
1,806
+210
+13% +$47.3K 0.21% 107
2022
Q2
$388K Sell
1,596
-10
-0.6% -$2.43K 0.18% 113
2022
Q1
$388K Buy
1,606
+89
+6% +$21.5K 0.16% 117
2021
Q4
$341K Buy
1,517
+214
+16% +$48.1K 0.16% 118
2021
Q3
$277K Buy
1,303
+331
+34% +$70.4K 0.14% 128
2021
Q2
$237K Hold
972
0.12% 134
2021
Q1
$242K Buy
972
+19
+2% +$4.73K 0.14% 119
2020
Q4
$219K Buy
953
+37
+4% +$8.5K 0.14% 114
2020
Q3
$233K Buy
916
+9
+1% +$2.29K 0.16% 105
2020
Q2
$214K Sell
907
-179
-16% -$42.2K 0.15% 101
2020
Q1
$220K Sell
1,086
-44
-4% -$8.91K 0.17% 102
2019
Q4
$272K Buy
+1,130
New +$272K 0.16% 116