Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
7,846
+969
+14% +$72.2K 0.01% 450
2025
Q1
$466K Buy
6,877
+454
+7% +$30.7K 0.01% 450
2024
Q4
$398K Buy
6,423
+961
+18% +$59.5K 0.01% 482
2024
Q3
$356K Buy
5,462
+538
+11% +$35K 0.01% 503
2024
Q2
$265K Buy
4,924
+692
+16% +$37.2K 0.01% 525
2024
Q1
$223K Buy
4,232
+891
+27% +$47K 0.01% 567
2023
Q4
$146K Buy
3,341
+201
+6% +$8.77K 0.01% 619
2023
Q3
$138K Buy
3,140
+117
+4% +$5.16K 0.01% 600
2023
Q2
$135K Sell
3,023
-1,215
-29% -$54.3K 0.01% 617
2023
Q1
$188K Buy
4,238
+310
+8% +$13.8K 0.01% 556
2022
Q4
$163K Sell
3,928
-332
-8% -$13.8K 0.01% 564
2022
Q3
$157K Buy
4,260
+350
+9% +$12.9K 0.01% 558
2022
Q2
$163K Buy
3,910
+203
+5% +$8.46K 0.01% 554
2022
Q1
$212K Buy
3,707
+305
+9% +$17.5K 0.01% 537
2021
Q4
$226K Sell
3,402
-884
-21% -$58.8K 0.01% 532
2021
Q3
$299K Buy
4,286
+430
+11% +$30K 0.01% 474
2021
Q2
$271K Buy
3,856
+474
+14% +$33.3K 0.01% 479
2021
Q1
$207K Sell
3,382
-80
-2% -$4.9K 0.01% 499
2020
Q4
$174K Buy
3,462
+273
+9% +$13.7K 0.01% 498
2020
Q3
$166K Sell
3,189
-458
-13% -$23.9K 0.01% 475
2020
Q2
$191K Sell
3,647
-143
-4% -$7.5K 0.01% 459
2020
Q1
$114K Sell
3,790
-796
-17% -$23.9K 0.01% 482
2019
Q4
$166K Buy
+4,586
New +$166K 0.01% 472