Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$779K Buy
5,869
+306
+6% +$40.6K 0.07% 137
2024
Q4
$629K Sell
5,563
-108
-2% -$12.2K 0.05% 159
2024
Q3
$647K Buy
5,671
+407
+8% +$46.4K 0.06% 154
2024
Q2
$547K Sell
5,264
-181
-3% -$18.8K 0.05% 175
2024
Q1
$619K Buy
5,445
+309
+6% +$35.1K 0.06% 158
2023
Q4
$565K Sell
5,136
-489
-9% -$53.8K 0.06% 158
2023
Q3
$545K Buy
5,625
+90
+2% +$8.72K 0.07% 155
2023
Q2
$603K Buy
5,535
+273
+5% +$29.8K 0.07% 142
2023
Q1
$533K Buy
5,262
+235
+5% +$23.8K 0.07% 163
2022
Q4
$552K Sell
5,027
-554
-10% -$60.8K 0.07% 157
2022
Q3
$540K Buy
5,581
+500
+10% +$48.4K 0.08% 148
2022
Q2
$552K Buy
5,081
+1,447
+40% +$157K 0.08% 146
2022
Q1
$430K Buy
3,634
+332
+10% +$39.3K 0.06% 184
2021
Q4
$465K Buy
3,302
+111
+3% +$15.6K 0.06% 179
2021
Q3
$377K Buy
3,191
+108
+4% +$12.8K 0.06% 199
2021
Q2
$357K Buy
3,083
+18
+0.6% +$2.08K 0.06% 197
2021
Q1
$367K Buy
3,065
+1,008
+49% +$121K 0.06% 188
2020
Q4
$225K Buy
+2,057
New +$225K 0.05% 127