Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
3,679
+196
+6% +$64.2K 0.18% 82
2025
Q1
$1.09M Sell
3,483
-29
-0.8% -$9.09K 0.19% 83
2024
Q4
$1.22M Buy
3,512
+194
+6% +$67.6K 0.2% 70
2024
Q3
$1.07M Buy
3,318
+310
+10% +$100K 0.19% 77
2024
Q2
$833K Buy
3,008
+322
+12% +$89.2K 0.17% 85
2024
Q1
$791K Buy
2,686
+270
+11% +$79.6K 0.18% 94
2023
Q4
$579K Buy
2,416
+187
+8% +$44.8K 0.16% 102
2023
Q3
$509K Buy
2,229
+179
+9% +$40.9K 0.17% 98
2023
Q2
$503K Buy
2,050
+280
+16% +$68.6K 0.18% 96
2023
Q1
$423K Sell
1,770
-40
-2% -$9.56K 0.18% 95
2022
Q4
$439K Buy
1,810
+204
+13% +$49.4K 0.23% 85
2022
Q3
$327K Buy
1,606
+100
+7% +$20.4K 0.2% 91
2022
Q2
$291K Sell
1,506
-183
-11% -$35.4K 0.18% 102
2022
Q1
$346K Sell
1,689
-28
-2% -$5.74K 0.2% 107
2021
Q4
$375K Buy
+1,717
New +$375K 0.21% 100