Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
3,367
+11
+0.3% +$1.43K 0.07% 93
2025
Q1
$404K Buy
3,356
+35
+1% +$4.21K 0.07% 90
2024
Q4
$388K Buy
3,321
+25
+0.8% +$2.92K 0.06% 92
2024
Q3
$496K Buy
3,296
+43
+1% +$6.47K 0.08% 88
2024
Q2
$514K Buy
3,253
+1
+0% +$158 0.09% 82
2024
Q1
$644K Sell
3,252
-110
-3% -$21.8K 0.11% 76
2023
Q4
$585K Sell
3,362
-73
-2% -$12.7K 0.11% 76
2023
Q3
$537K Sell
3,435
-154
-4% -$24.1K 0.11% 76
2023
Q2
$589K Sell
3,589
-217
-6% -$35.6K 0.12% 76
2023
Q1
$588K Sell
3,806
-517
-12% -$79.9K 0.12% 76
2022
Q4
$570K Sell
4,323
-289
-6% -$38.1K 0.12% 77
2022
Q3
$493K Buy
4,612
+163
+4% +$17.4K 0.11% 77
2022
Q2
$465K Sell
4,449
-108
-2% -$11.3K 0.1% 81
2022
Q1
$677K Sell
4,557
-78
-2% -$11.6K 0.12% 75
2021
Q4
$529K Sell
4,635
-48
-1% -$5.48K 0.09% 79
2021
Q3
$461K Sell
4,683
-829
-15% -$81.6K 0.08% 82
2021
Q2
$529K Sell
5,512
-2,029
-27% -$195K 0.1% 75
2021
Q1
$605K Sell
7,541
-19
-0.3% -$1.52K 0.11% 70
2020
Q4
$402K Buy
7,560
+50
+0.7% +$2.66K 0.08% 82
2020
Q3
$337K Buy
7,510
+76
+1% +$3.41K 0.07% 80
2020
Q2
$308K Buy
7,434
+400
+6% +$16.6K 0.07% 78
2020
Q1
$253K Sell
7,034
-450
-6% -$16.2K 0.07% 75
2019
Q4
$421K Buy
+7,484
New +$421K 0.1% 74