Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
8,918
+466
+6% +$31.3K 0.02% 656
2025
Q1
$659K Buy
8,452
+1,411
+20% +$110K 0.03% 551
2024
Q4
$576K Sell
7,041
-16
-0.2% -$1.31K 0.02% 583
2024
Q3
$546K Sell
7,057
-836
-11% -$64.7K 0.02% 552
2024
Q2
$579K Buy
7,893
+556
+8% +$40.8K 0.03% 504
2024
Q1
$639K Buy
7,337
+2,342
+47% +$204K 0.03% 458
2023
Q4
$383K Buy
4,995
+506
+11% +$38.8K 0.02% 621
2023
Q3
$318K Buy
4,489
+1,748
+64% +$124K 0.02% 595
2023
Q2
$229K Sell
2,741
-531
-16% -$44.4K 0.02% 682
2023
Q1
$210K Buy
+3,272
New +$210K 0.01% 777
2022
Q4
Sell
-3,367
Closed -$2.24K 763
2022
Q3
$2.24K Buy
+3,367
New +$2.24K 0.09% 139
2020
Q4
Sell
-2,413
Closed -$222K 513
2020
Q3
$222K Buy
+2,413
New +$222K 0.05% 399
2019
Q1
Sell
-38
Closed -$2K 1070
2018
Q4
$2K Buy
+38
New +$2K ﹤0.01% 1574
2018
Q1
$3K Sell
41
-45
-52% -$3.29K ﹤0.01% 1454
2017
Q4
$6K Buy
+86
New +$6K ﹤0.01% 1237