Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Sell
6,557
-1,790
-21% -$188K 0.03% 310
2025
Q1
$487K Buy
8,347
+3,181
+62% +$185K 0.02% 336
2024
Q4
$299K Sell
5,166
-1,665
-24% -$96.3K 0.01% 392
2024
Q3
$302K Sell
6,831
-4,168
-38% -$184K 0.01% 377
2024
Q2
$409K Sell
10,999
-92
-0.8% -$3.42K 0.02% 323
2024
Q1
$423K Buy
11,091
+3,847
+53% +$147K 0.02% 306
2023
Q4
$331K Sell
7,244
-11,843
-62% -$541K 0.02% 313
2023
Q3
$553K Buy
19,087
+2,495
+15% +$72.3K 0.03% 236
2023
Q2
$669K Sell
16,592
-4,450
-21% -$179K 0.04% 208
2023
Q1
$946K Buy
21,042
+3,995
+23% +$180K 0.06% 166
2022
Q4
$485K Sell
17,047
-41,751
-71% -$1.19M 0.04% 249
2022
Q3
$2.11M Buy
58,798
+6,410
+12% +$230K 0.16% 113
2022
Q2
$1.72M Sell
52,388
-9,055
-15% -$297K 0.12% 122
2022
Q1
$2.84M Buy
61,443
+32,947
+116% +$1.52M 0.16% 96
2021
Q4
$2.94M Sell
28,496
-1,803
-6% -$186K 0.17% 94
2021
Q3
$2.29M Buy
30,299
+12,344
+69% +$933K 0.15% 98
2021
Q2
$1.62M Buy
+17,955
New +$1.62M 0.11% 124