Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
10,096
-222
-2% -$10.7K 0.01% 460
2025
Q1
$501K Sell
10,318
-314
-3% -$15.2K 0.01% 422
2024
Q4
$519K Buy
10,632
+123
+1% +$6.01K 0.01% 400
2024
Q3
$653K Buy
10,509
+587
+6% +$36.5K 0.02% 362
2024
Q2
$566K Buy
9,922
+1,280
+15% +$73.1K 0.02% 364
2024
Q1
$499K Buy
8,642
+830
+11% +$47.9K 0.01% 410
2023
Q4
$534K Buy
7,812
+328
+4% +$22.4K 0.02% 345
2023
Q3
$426K Sell
7,484
-355
-5% -$20.2K 0.02% 359
2023
Q2
$468K Sell
7,839
-74
-0.9% -$4.42K 0.02% 342
2023
Q1
$502K Buy
7,913
+397
+5% +$25.2K 0.02% 319
2022
Q4
$466K Sell
7,516
-787
-9% -$48.8K 0.02% 320
2022
Q3
$415K Buy
8,303
+778
+10% +$38.9K 0.02% 310
2022
Q2
$423K Buy
7,525
+648
+9% +$36.4K 0.02% 318
2022
Q1
$474K Buy
6,877
+719
+12% +$49.6K 0.02% 306
2021
Q4
$331K Sell
6,158
-37
-0.6% -$1.99K 0.01% 389
2021
Q3
$296K Buy
6,195
+379
+7% +$18.1K 0.02% 391
2021
Q2
$378K Sell
5,816
-33
-0.6% -$2.15K 0.02% 336
2021
Q1
$362K Buy
5,849
+392
+7% +$24.3K 0.02% 322
2020
Q4
$318K Buy
5,457
+102
+2% +$5.94K 0.02% 330
2020
Q3
$247K Buy
5,355
+67
+1% +$3.09K 0.02% 309
2020
Q2
$235K Buy
+5,288
New +$235K 0.02% 291