Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Buy
19,874
+2,897
+17% +$70.2K 0.07% 127
2025
Q1
$430K Buy
16,977
+2,153
+15% +$54.6K 0.08% 129
2024
Q4
$393K Sell
14,824
-118
-0.8% -$3.13K 0.07% 136
2024
Q3
$432K Sell
14,942
-564
-4% -$16.3K 0.08% 127
2024
Q2
$434K Sell
15,506
-636
-4% -$17.8K 0.09% 127
2024
Q1
$448K Buy
16,142
+2,285
+16% +$63.4K 0.1% 118
2023
Q4
$399K Buy
13,857
+4,749
+52% +$137K 0.11% 94
2023
Q3
$302K Sell
9,108
-10,778
-54% -$357K 0.09% 99
2023
Q2
$729K Sell
19,886
-1,810
-8% -$66.4K 0.24% 47
2023
Q1
$885K Sell
21,696
-512
-2% -$20.9K 0.27% 35
2022
Q4
$1.14M Buy
22,208
+1,075
+5% +$55.1K 0.33% 38
2022
Q3
$925K Sell
21,133
-1,133
-5% -$49.6K 0.28% 38
2022
Q2
$1.17M Buy
22,266
+2,406
+12% +$126K 0.33% 33
2022
Q1
$1.03M Buy
19,860
+402
+2% +$20.8K 0.26% 46
2021
Q4
$1.1M Buy
19,458
+3,096
+19% +$175K 0.33% 43
2021
Q3
$704K Buy
16,362
+309
+2% +$13.3K 0.24% 56
2021
Q2
$629K Buy
16,053
+1,677
+12% +$65.7K 0.21% 56
2021
Q1
$521K Buy
14,376
+1,401
+11% +$50.8K 0.21% 61
2020
Q4
$478K Buy
+12,975
New +$478K 0.2% 62