Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
907
+23
+3% +$8.08K 0.01% 969
2025
Q1
$280K Sell
884
-39
-4% -$12.3K 0.01% 1013
2024
Q4
$311K Buy
923
+54
+6% +$18.2K 0.01% 968
2024
Q3
$277K Sell
869
-5
-0.6% -$1.59K 0.01% 1035
2024
Q2
$281K Buy
874
+108
+14% +$34.7K 0.01% 992
2024
Q1
$266K Sell
766
-311
-29% -$108K 0.01% 1008
2023
Q4
$391K Buy
1,077
+24
+2% +$8.71K 0.01% 807
2023
Q3
$313K Sell
1,053
-62
-6% -$18.4K 0.01% 847
2023
Q2
$368K Buy
1,115
+30
+3% +$9.91K 0.01% 869
2023
Q1
$361K Buy
1,085
+71
+7% +$23.6K 0.01% 870
2022
Q4
$245K Buy
1,014
+16
+2% +$3.87K 0.01% 997
2022
Q3
$221K Buy
998
+1
+0.1% +$221 0.01% 999
2022
Q2
$238K Buy
997
+107
+12% +$25.5K 0.01% 967
2022
Q1
$282K Buy
890
+689
+343% +$218K 0.01% 855
2021
Q4
$80K Sell
201
-679
-77% -$270K ﹤0.01% 908
2021
Q3
$300K Buy
880
+54
+7% +$18.4K 0.01% 694
2021
Q2
$287K Buy
826
+128
+18% +$44.4K 0.01% 721
2021
Q1
$237K Sell
698
-925
-57% -$314K 0.01% 709
2020
Q4
$590K Buy
+1,623
New +$590K 0.04% 401