Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
3,773
+2
+0.1% +$304 0.23% 69
2025
Q1
$554K Buy
3,771
+2
+0.1% +$294 0.24% 68
2024
Q4
$487K Buy
3,769
+2
+0.1% +$258 0.21% 70
2024
Q3
$515K Buy
3,767
+2
+0.1% +$273 0.23% 69
2024
Q2
$385K Sell
3,765
-809
-18% -$82.7K 0.19% 77
2024
Q1
$406K Sell
4,574
-5
-0.1% -$443 0.2% 76
2023
Q4
$419K Sell
4,579
-1,455
-24% -$133K 0.22% 72
2023
Q3
$472K Buy
6,034
+810
+16% +$63.4K 0.27% 61
2023
Q2
$437K Sell
5,224
-2,143
-29% -$179K 0.24% 70
2023
Q1
$647K Buy
7,367
+187
+3% +$16.4K 0.37% 50
2022
Q4
$720K Buy
7,180
+218
+3% +$21.9K 0.44% 47
2022
Q3
$643K Buy
6,962
+1,718
+33% +$159K 0.43% 47
2022
Q2
$567K Buy
5,244
+1,929
+58% +$209K 0.37% 53
2022
Q1
$413K Buy
3,315
+624
+23% +$77.7K 0.24% 67
2021
Q4
$400K Buy
2,691
+1
+0% +$149 0.23% 69
2021
Q3
$395K Buy
2,690
+1
+0% +$147 0.26% 68
2021
Q2
$447K Buy
2,689
+2
+0.1% +$332 0.32% 56
2021
Q1
$433K Buy
2,687
+180
+7% +$29K 0.32% 57
2020
Q4
$366K Buy
+2,507
New +$366K 0.33% 62