Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
15,122
+643
+4% +$24.7K 0.04% 290
2025
Q1
$561K Buy
14,479
+425
+3% +$16.5K 0.04% 283
2024
Q4
$475K Sell
14,054
-1,502
-10% -$50.8K 0.04% 298
2024
Q3
$636K Buy
15,556
+348
+2% +$14.2K 0.05% 264
2024
Q2
$586K Buy
15,208
+1,629
+12% +$62.7K 0.05% 268
2024
Q1
$582K Sell
13,579
-148
-1% -$6.35K 0.05% 272
2023
Q4
$509K Sell
13,727
-772
-5% -$28.6K 0.05% 273
2023
Q3
$526K Buy
14,499
+685
+5% +$24.8K 0.06% 243
2023
Q2
$492K Sell
13,814
-89
-0.6% -$3.17K 0.05% 255
2023
Q1
$495K Sell
13,903
-4,340
-24% -$154K 0.03% 288
2022
Q4
$641K Buy
18,243
+5,760
+46% +$202K 0.03% 375
2022
Q3
$367K Sell
12,483
-1,098
-8% -$32.3K 0.02% 338
2022
Q2
$743K Sell
13,581
-3,717
-21% -$203K 0.07% 229
2022
Q1
$942K Buy
17,298
+3,911
+29% +$213K 0.05% 308
2021
Q4
$738K Buy
+13,387
New +$738K 0.06% 245
2021
Q1
$606K Sell
13,589
-331
-2% -$14.8K 0.05% 284
2020
Q4
$640K Buy
+13,920
New +$640K 0.06% 254