Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$866K Buy
13,453
+6,572
+96% +$423K 0.01% 858
2025
Q1
$479K Buy
6,881
+47
+0.7% +$3.27K ﹤0.01% 988
2024
Q4
$496K Sell
6,834
-447
-6% -$32.4K ﹤0.01% 893
2024
Q3
$611K Sell
7,281
-25
-0.3% -$2.1K 0.01% 792
2024
Q2
$487K Sell
7,306
-111
-1% -$7.4K ﹤0.01% 803
2024
Q1
$585K Buy
7,417
+428
+6% +$33.8K 0.01% 688
2023
Q4
$468K Buy
6,989
+563
+9% +$37.7K 0.01% 578
2023
Q3
$343K Buy
6,426
+12
+0.2% +$641 0.01% 616
2023
Q2
$368K Sell
6,414
-212
-3% -$12.2K 0.01% 590
2023
Q1
$329K Buy
6,626
+257
+4% +$12.8K 0.01% 572
2022
Q4
$297K Buy
6,369
+205
+3% +$9.57K 0.01% 464
2022
Q3
$288K Sell
6,164
-1,021
-14% -$47.7K 0.01% 430
2022
Q2
$364K Buy
7,185
+1,312
+22% +$66.5K 0.01% 397
2022
Q1
$300K Sell
5,873
-194
-3% -$9.91K 0.01% 451
2021
Q4
$426K Buy
6,067
+334
+6% +$23.5K 0.01% 386
2021
Q3
$318K Sell
5,733
-157
-3% -$8.71K 0.01% 407
2021
Q2
$347K Buy
5,890
+146
+3% +$8.6K 0.01% 379
2021
Q1
$344K Buy
5,744
+8
+0.1% +$479 0.02% 345
2020
Q4
$315K Buy
+5,736
New +$315K 0.02% 345