Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
2,496
+21
+0.8% +$3.06K 0.07% 185
2025
Q1
$382K Buy
2,475
+60
+2% +$9.26K 0.07% 153
2024
Q4
$339K Buy
2,415
+19
+0.8% +$2.66K 0.07% 162
2024
Q3
$322K Sell
2,396
-45
-2% -$6.04K 0.07% 158
2024
Q2
$289K Buy
2,441
+134
+6% +$15.9K 0.07% 144
2024
Q1
$283K Sell
2,307
-75
-3% -$9.21K 0.08% 150
2023
Q4
$284K Sell
2,382
-35
-1% -$4.17K 0.09% 144
2023
Q3
$279K Buy
2,417
+210
+10% +$24.2K 0.09% 129
2023
Q2
$247K Sell
2,207
-607
-22% -$67.9K 0.08% 139
2023
Q1
$322K Buy
2,814
+14
+0.5% +$1.6K 0.12% 115
2022
Q4
$324K Sell
2,800
-69
-2% -$7.97K 0.13% 102
2022
Q3
$322K Sell
2,869
-47
-2% -$5.28K 0.14% 93
2022
Q2
$332K Buy
2,916
+37
+1% +$4.21K 0.14% 97
2022
Q1
$393K Buy
2,879
+62
+2% +$8.46K 0.13% 98
2021
Q4
$385K Buy
2,817
+45
+2% +$6.15K 0.11% 109
2021
Q3
$312K Sell
2,772
-26
-0.9% -$2.93K 0.09% 112
2021
Q2
$300K Sell
2,798
-5
-0.2% -$536 0.09% 114
2021
Q1
$275K Sell
2,803
-17
-0.6% -$1.67K 0.09% 115
2020
Q4
$263K Sell
2,820
-2,416
-46% -$225K 0.08% 112
2020
Q3
$418K Buy
5,236
+2,186
+72% +$175K 0.13% 106
2020
Q2
$231K Sell
3,050
-1,478
-33% -$112K 0.09% 111
2020
Q1
$285K Sell
4,528
-52
-1% -$3.27K 0.14% 95
2019
Q4
$390K Buy
+4,580
New +$390K 0.15% 95