Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
562
+16
+3% +$14.3K 0.02% 431
2025
Q1
$371K Sell
546
-36
-6% -$24.5K 0.02% 469
2024
Q4
$367K Buy
582
+41
+8% +$25.8K 0.02% 426
2024
Q3
$419K Sell
541
-143
-21% -$111K 0.02% 377
2024
Q2
$564K Buy
684
+60
+10% +$49.5K 0.04% 253
2024
Q1
$436K Sell
624
-77
-11% -$53.8K 0.03% 258
2023
Q4
$407K Sell
701
-3
-0.4% -$1.74K 0.04% 241
2023
Q3
$323K Sell
704
-145
-17% -$66.5K 0.03% 242
2023
Q2
$412K Buy
849
+669
+372% +$324K 0.04% 216
2023
Q1
$72K Buy
180
+13
+8% +$5.2K 0.01% 477
2022
Q4
$63K Sell
167
-27
-14% -$10.2K 0.01% 479
2022
Q3
$59K Buy
194
+28
+17% +$8.52K 0.01% 439
2022
Q2
$53K Buy
166
+36
+28% +$11.5K 0.01% 356
2022
Q1
$48K Hold
130
0.01% 384
2021
Q4
$56K Buy
130
+32
+33% +$13.8K 0.01% 369
2021
Q3
$33K Buy
98
+1
+1% +$337 0.01% 367
2021
Q2
$32K Hold
97
0.01% 357
2021
Q1
$32K Hold
97
0.01% 331
2020
Q4
$25K Buy
+97
New +$25K 0.01% 325