Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$878K Buy
47,361
+5,773
+14% +$107K 0.07% 142
2025
Q1
$759K Buy
41,588
+7,047
+20% +$129K 0.06% 148
2024
Q4
$757K Buy
34,541
+225
+0.7% +$4.93K 0.07% 125
2024
Q3
$764K Sell
34,316
-201
-0.6% -$4.48K 0.07% 127
2024
Q2
$643K Buy
34,517
+3,528
+11% +$65.7K 0.06% 129
2024
Q1
$556K Buy
30,989
+1,491
+5% +$26.7K 0.06% 146
2023
Q4
$542K Sell
29,498
-370
-1% -$6.8K 0.06% 138
2023
Q3
$511K Buy
29,868
+1,532
+5% +$26.2K 0.07% 126
2023
Q2
$455K Buy
28,336
+3,393
+14% +$54.5K 0.06% 149
2023
Q1
$435K Buy
24,943
+10,014
+67% +$175K 0.06% 134
2022
Q4
$269K Buy
14,929
+1,402
+10% +$25.3K 0.04% 156
2022
Q3
$230K Sell
13,527
-434
-3% -$7.38K 0.04% 162
2022
Q2
$258K Sell
13,961
-2,070
-13% -$38.3K 0.05% 159
2022
Q1
$399K Buy
16,031
+1,690
+12% +$42.1K 0.07% 117
2021
Q4
$363K Sell
14,341
-170
-1% -$4.3K 0.07% 123
2021
Q3
$323K Buy
14,511
+243
+2% +$5.41K 0.07% 125
2021
Q2
$302K Buy
14,268
+4,084
+40% +$86.4K 0.07% 128
2021
Q1
$191K Buy
+10,184
New +$191K 0.06% 161