Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Buy
4,392
+462
+12% +$59.8K 0.03% 301
2025
Q1
$473K Buy
3,930
+169
+4% +$20.3K 0.03% 290
2024
Q4
$436K Buy
3,761
+707
+23% +$81.9K 0.03% 312
2024
Q3
$459K Buy
3,054
+446
+17% +$67.1K 0.04% 286
2024
Q2
$412K Sell
2,608
-29
-1% -$4.58K 0.03% 309
2024
Q1
$522K Sell
2,637
-174
-6% -$34.4K 0.04% 273
2023
Q4
$489K Buy
2,811
+640
+29% +$111K 0.04% 275
2023
Q3
$339K Hold
2,171
0.03% 301
2023
Q2
$354K Hold
2,171
0.03% 290
2023
Q1
$335K Sell
2,171
-29
-1% -$4.48K 0.04% 294
2022
Q4
$290K Sell
2,200
-427
-16% -$56.3K 0.03% 311
2022
Q3
$281K Sell
2,627
-144
-5% -$15.4K 0.03% 323
2022
Q2
$289K Sell
2,771
-123
-4% -$12.8K 0.03% 333
2022
Q1
$430K Sell
2,894
-196
-6% -$29.1K 0.03% 294
2021
Q4
$352K Sell
3,090
-84
-3% -$9.57K 0.02% 335
2021
Q3
$313K Buy
+3,174
New +$313K 0.02% 333