Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
1,347
+322
+31% +$125K 0.13% 74
2025
Q1
$393K Buy
1,025
+1
+0.1% +$384 0.11% 79
2024
Q4
$455K Buy
1,024
+134
+15% +$59.6K 0.13% 72
2024
Q3
$461K Buy
890
+195
+28% +$101K 0.13% 70
2024
Q2
$386K Buy
695
+17
+3% +$9.44K 0.09% 76
2024
Q1
$342K Sell
678
-29
-4% -$14.6K 0.08% 89
2023
Q4
$422K Buy
707
+7
+1% +$4.18K 0.1% 72
2023
Q3
$357K Sell
700
-56
-7% -$28.6K 0.09% 79
2023
Q2
$370K Sell
756
-74
-9% -$36.2K 0.09% 78
2023
Q1
$320K Sell
830
-27
-3% -$10.4K 0.07% 86
2022
Q4
$288K Sell
857
-62
-7% -$20.8K 0.06% 93
2022
Q3
$253K Buy
919
+17
+2% +$4.68K 0.06% 106
2022
Q2
$330K Sell
902
-126
-12% -$46.1K 0.07% 110
2022
Q1
$468K Buy
1,028
+77
+8% +$35.1K 0.06% 123
2021
Q4
$539K Buy
951
+83
+10% +$47K 0.07% 111
2021
Q3
$500K Sell
868
-20
-2% -$11.5K 0.07% 111
2021
Q2
$520K Buy
888
+11
+1% +$6.44K 0.08% 118
2021
Q1
$417K Buy
877
+14
+2% +$6.66K 0.07% 128
2020
Q4
$432K Buy
863
+108
+14% +$54.1K 0.07% 121
2020
Q3
$370K Sell
755
-54
-7% -$26.5K 0.15% 56
2020
Q2
$352K Buy
+809
New +$352K 0.14% 62