Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
58,622
+21,878
+60% +$201K 0.02% 445
2025
Q1
$356K Buy
36,744
+5,045
+16% +$48.9K 0.02% 595
2024
Q4
$298K Sell
31,699
-8,987
-22% -$84.6K 0.01% 764
2024
Q3
$461K Buy
40,686
+5,230
+15% +$59.3K 0.02% 564
2024
Q2
$347K Sell
35,456
-2,058
-5% -$20.1K 0.01% 637
2024
Q1
$357K Sell
37,514
-2,099
-5% -$20K 0.01% 750
2023
Q4
$382K Buy
39,613
+905
+2% +$8.72K 0.02% 657
2023
Q3
$355K Sell
38,708
-2,079
-5% -$19K 0.02% 583
2023
Q2
$407K Buy
40,787
+1,695
+4% +$16.9K 0.02% 572
2023
Q1
$445K Buy
39,092
+22,524
+136% +$256K 0.03% 534
2022
Q4
$197K Buy
16,568
+3,330
+25% +$39.7K 0.01% 926
2022
Q3
$142K Buy
13,238
+50
+0.4% +$536 0.01% 855
2022
Q2
$164K Sell
13,188
-4,168
-24% -$51.8K 0.01% 938
2022
Q1
$197K Sell
17,356
-2,167
-11% -$24.6K 0.01% 1273
2021
Q4
$234K Sell
19,523
-1,366
-7% -$16.4K 0.01% 1168
2021
Q3
$242K Sell
20,889
-209
-1% -$2.42K 0.01% 1119
2021
Q2
$241K Buy
21,098
+521
+3% +$5.95K 0.01% 1229
2021
Q1
$240K Buy
20,577
+1,561
+8% +$18.2K 0.01% 1148
2020
Q4
$224K Buy
19,016
+131
+0.7% +$1.54K 0.01% 1032
2020
Q3
$209K Buy
18,885
+660
+4% +$7.3K 0.01% 852
2020
Q2
$186K Sell
18,225
-141
-0.8% -$1.44K 0.01% 840
2020
Q1
$149K Sell
18,366
-13,842
-43% -$112K 0.01% 672
2019
Q4
$349K Buy
32,208
+4,016
+14% +$43.5K 0.02% 823
2019
Q3
$275K Sell
28,192
-3,117
-10% -$30.4K 0.01% 978
2019
Q2
$360K Buy
+31,309
New +$360K 0.02% 824