Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
186,246
+182,249
+4,560% +$703K 0.03% 352
2025
Q1
$254K Sell
3,997
-221
-5% -$14K 0.01% 624
2024
Q4
$319K Sell
4,218
-699
-14% -$52.9K 0.02% 571
2024
Q3
$435K Sell
4,917
-392
-7% -$34.7K 0.03% 489
2024
Q2
$400K Buy
5,309
+231
+5% +$17.4K 0.03% 474
2024
Q1
$477K Buy
5,078
+922
+22% +$86.6K 0.03% 398
2023
Q4
$451K Buy
4,156
+23
+0.6% +$2.5K 0.04% 382
2023
Q3
$395K Sell
4,133
-3,487
-46% -$333K 0.04% 387
2023
Q2
$841K Buy
7,620
+543
+8% +$59.9K 0.06% 318
2023
Q1
$868K Buy
7,077
+1,444
+26% +$177K 0.07% 299
2022
Q4
$659K Buy
5,633
+1,237
+28% +$145K 0.06% 315
2022
Q3
$365K Sell
4,396
-43,294
-91% -$3.59M 0.04% 378
2022
Q2
$535K Buy
47,690
+10,227
+27% +$115K 0.06% 242
2022
Q1
$802K Buy
37,463
+34,443
+1,140% +$737K 0.08% 225
2021
Q4
$503K Sell
3,020
-23
-0.8% -$3.83K 0.05% 350
2021
Q3
$442K Sell
3,043
-109
-3% -$15.8K 0.05% 353
2021
Q2
$487K Sell
3,152
-716
-19% -$111K 0.06% 323
2021
Q1
$514K Buy
3,868
+1,937
+100% +$257K 0.07% 296
2020
Q4
$273K Sell
1,931
-90
-4% -$12.7K 0.05% 313
2020
Q3
$263K Buy
+2,021
New +$263K 0.05% 304