Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587K Sell
4,433
-372
-8% -$49.2K 0.01% 514
2025
Q1
$574K Buy
4,805
+483
+11% +$57.7K 0.01% 479
2024
Q4
$568K Buy
4,322
+123
+3% +$16.2K 0.01% 484
2024
Q3
$532K Sell
4,199
-397
-9% -$50.3K 0.01% 507
2024
Q2
$697K Sell
4,596
-52
-1% -$7.89K 0.01% 402
2024
Q1
$767K Buy
4,648
+237
+5% +$39.1K 0.02% 377
2023
Q4
$601K Sell
4,411
-124
-3% -$16.9K 0.01% 418
2023
Q3
$622K Buy
4,535
+567
+14% +$77.8K 0.02% 369
2023
Q2
$509K Buy
3,968
+330
+9% +$42.3K 0.01% 436
2023
Q1
$453K Buy
3,638
+132
+4% +$16.4K 0.01% 465
2022
Q4
$300K Sell
3,506
-971
-22% -$83K 0.01% 562
2022
Q3
$470K Buy
4,477
+1,532
+52% +$161K 0.02% 394
2022
Q2
$262K Buy
2,945
+1,103
+60% +$98.1K 0.01% 591
2022
Q1
$316K Sell
1,842
-34
-2% -$5.83K 0.01% 558
2021
Q4
$312K Sell
1,876
-1,547
-45% -$257K 0.01% 551
2021
Q3
$574K Buy
3,423
+947
+38% +$159K 0.02% 324
2021
Q2
$379K Buy
2,476
+2,063
+500% +$316K 0.02% 445
2021
Q1
$78K Buy
413
+105
+34% +$19.8K ﹤0.01% 977
2020
Q4
$45K Buy
+308
New +$45K ﹤0.01% 1126