Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
1,254
-26
-2% -$9.28K 0.11% 81
2025
Q1
$348K Sell
1,280
-26
-2% -$7.07K 0.1% 87
2024
Q4
$433K Sell
1,306
-90
-6% -$29.9K 0.12% 77
2024
Q3
$463K Sell
1,396
-27
-2% -$8.95K 0.13% 69
2024
Q2
$446K Buy
1,423
+24
+2% +$7.53K 0.11% 68
2024
Q1
$437K Sell
1,399
-60
-4% -$18.8K 0.1% 68
2023
Q4
$351K Sell
1,459
-16
-1% -$3.85K 0.08% 83
2023
Q3
$315K Sell
1,475
-39
-3% -$8.32K 0.08% 88
2023
Q2
$304K Sell
1,514
-436
-22% -$87.7K 0.07% 88
2023
Q1
$334K Sell
1,950
-19
-1% -$3.26K 0.08% 84
2022
Q4
$309K Sell
1,969
-193
-9% -$30.3K 0.07% 86
2022
Q3
$288K Sell
2,162
-326
-13% -$43.4K 0.07% 97
2022
Q2
$313K Sell
2,488
-1,296
-34% -$163K 0.06% 114
2022
Q1
$574K Sell
3,784
-44
-1% -$6.67K 0.08% 103
2021
Q4
$662K Sell
3,828
-225
-6% -$38.9K 0.09% 92
2021
Q3
$605K Sell
4,053
-156
-4% -$23.3K 0.09% 100
2021
Q2
$624K Sell
4,209
-178
-4% -$26.4K 0.1% 101
2021
Q1
$607K Sell
4,387
-521
-11% -$72.1K 0.1% 98
2020
Q4
$590K Buy
+4,908
New +$590K 0.1% 97