Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$903K Buy
9,406
+299
+3% +$28.7K 0.01% 848
2025
Q1
$914K Sell
9,107
-1,518
-14% -$152K 0.01% 785
2024
Q4
$947K Buy
10,625
+568
+6% +$50.6K 0.01% 668
2024
Q3
$880K Buy
10,057
+1,134
+13% +$99.2K 0.01% 685
2024
Q2
$635K Buy
8,923
+117
+1% +$8.32K 0.01% 718
2024
Q1
$651K Buy
8,806
+2,276
+35% +$168K 0.01% 663
2023
Q4
$472K Buy
6,530
+585
+10% +$42.3K 0.01% 576
2023
Q3
$445K Sell
5,945
-134
-2% -$10K 0.01% 552
2023
Q2
$496K Buy
6,079
+131
+2% +$10.7K 0.01% 509
2023
Q1
$514K Buy
5,948
+295
+5% +$25.5K 0.01% 456
2022
Q4
$443K Buy
5,653
+512
+10% +$40.1K 0.01% 378
2022
Q3
$414K Buy
5,141
+119
+2% +$9.58K 0.01% 359
2022
Q2
$454K Buy
5,022
+266
+6% +$24K 0.01% 357
2022
Q1
$446K Sell
4,756
-13
-0.3% -$1.22K 0.01% 376
2021
Q4
$425K Buy
4,769
+191
+4% +$17K 0.01% 387
2021
Q3
$371K Buy
4,578
+22
+0.5% +$1.78K 0.01% 375
2021
Q2
$365K Buy
4,556
+1,665
+58% +$133K 0.01% 369
2021
Q1
$235K Buy
+2,891
New +$235K 0.01% 415