Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
842
-13
-2% -$5.03K 0.05% 167
2025
Q1
$328K Buy
855
+100
+13% +$38.4K 0.06% 156
2024
Q4
$336K Sell
755
-286
-27% -$127K 0.06% 155
2024
Q3
$539K Sell
1,041
-84
-7% -$43.5K 0.1% 95
2024
Q2
$625K Sell
1,125
-19
-2% -$10.6K 0.13% 86
2024
Q1
$577K Buy
1,144
+194
+20% +$97.9K 0.13% 86
2023
Q4
$567K Sell
950
-476
-33% -$284K 0.15% 70
2023
Q3
$727K Sell
1,426
-88
-6% -$44.9K 0.21% 45
2023
Q2
$740K Buy
1,514
+120
+9% +$58.7K 0.24% 46
2023
Q1
$537K Sell
1,394
-85
-6% -$32.8K 0.16% 67
2022
Q4
$498K Buy
1,479
+69
+5% +$23.2K 0.15% 76
2022
Q3
$388K Sell
1,410
-39
-3% -$10.7K 0.12% 79
2022
Q2
$530K Sell
1,449
-12
-0.8% -$4.39K 0.15% 66
2022
Q1
$666K Sell
1,461
-69
-5% -$31.5K 0.17% 62
2021
Q4
$863K Buy
1,530
+132
+9% +$74.5K 0.26% 54
2021
Q3
$805K Buy
1,398
+88
+7% +$50.7K 0.27% 52
2021
Q2
$767K Sell
1,310
-35
-3% -$20.5K 0.26% 51
2021
Q1
$639K Buy
1,345
+104
+8% +$49.4K 0.26% 50
2020
Q4
$621K Buy
+1,241
New +$621K 0.26% 50