Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$901K Buy
6,623
+564
+9% +$76.7K 0.17% 71
2025
Q1
$804K Buy
6,059
+965
+19% +$128K 0.14% 82
2024
Q4
$576K Buy
5,094
+989
+24% +$112K 0.12% 97
2024
Q3
$468K Buy
4,105
+485
+13% +$55.3K 0.11% 117
2024
Q2
$376K Buy
3,620
+120
+3% +$12.5K 0.1% 116
2024
Q1
$398K Buy
3,500
+105
+3% +$11.9K 0.11% 111
2023
Q4
$374K Buy
3,395
+149
+5% +$16.4K 0.11% 108
2023
Q3
$314K Sell
3,246
-73
-2% -$7.07K 0.1% 114
2023
Q2
$362K Buy
3,319
+48
+1% +$5.23K 0.12% 106
2023
Q1
$331K Buy
3,271
+141
+5% +$14.3K 0.12% 112
2022
Q4
$344K Buy
3,130
+64
+2% +$7.03K 0.14% 95
2022
Q3
$297K Buy
3,066
+117
+4% +$11.3K 0.13% 98
2022
Q2
$320K Buy
2,949
+362
+14% +$39.3K 0.13% 102
2022
Q1
$306K Buy
2,587
+89
+4% +$10.5K 0.1% 115
2021
Q4
$351K Buy
2,498
+4
+0.2% +$562 0.1% 114
2021
Q3
$295K Buy
2,494
+139
+6% +$16.4K 0.09% 116
2021
Q2
$273K Sell
2,355
-63
-3% -$7.3K 0.08% 122
2021
Q1
$289K Buy
2,418
+103
+4% +$12.3K 0.09% 111
2020
Q4
$253K Sell
2,315
-2,015
-47% -$220K 0.08% 114
2020
Q3
$472K Buy
+4,330
New +$472K 0.14% 95