Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
3,827
+1
+0% +$152 0.2% 115
2025
Q1
$565K Sell
3,826
-11
-0.3% -$1.62K 0.22% 107
2024
Q4
$495K Buy
3,837
+1
+0% +$129 0.19% 118
2024
Q3
$519K Buy
3,836
+2
+0.1% +$271 0.2% 112
2024
Q2
$392K Sell
3,834
-749
-16% -$76.5K 0.16% 128
2024
Q1
$407K Buy
4,583
+5
+0.1% +$443 0.17% 126
2023
Q4
$418K Sell
4,578
-279
-6% -$25.5K 0.19% 115
2023
Q3
$380K Buy
4,857
+4
+0.1% +$313 0.19% 116
2023
Q2
$406K Buy
4,853
+4
+0.1% +$335 0.2% 111
2023
Q1
$426K Buy
4,849
+5
+0.1% +$439 0.22% 106
2022
Q4
$486K Buy
4,844
+4
+0.1% +$401 0.25% 99
2022
Q3
$447K Buy
4,840
+3
+0.1% +$277 0.25% 104
2022
Q2
$520K Buy
4,837
+4
+0.1% +$430 0.28% 96
2022
Q1
$602K Buy
4,833
+2
+0% +$249 0.29% 95
2021
Q4
$717K Sell
4,831
-302
-6% -$44.8K 0.34% 85
2021
Q3
$753K Sell
5,133
-1,194
-19% -$175K 0.41% 79
2021
Q2
$1.05M Buy
6,327
+3
+0% +$498 0.55% 59
2021
Q1
$1.02M Buy
6,324
+2
+0% +$322 0.57% 59
2020
Q4
$924K Buy
+6,322
New +$924K 0.57% 58