Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
19,236
+741
+4% +$19.6K 0.08% 167
2025
Q1
$646K Buy
18,495
+2,852
+18% +$99.6K 0.11% 136
2024
Q4
$628K Buy
15,643
+945
+6% +$37.9K 0.1% 133
2024
Q3
$803K Sell
14,698
-518
-3% -$28.3K 0.14% 104
2024
Q2
$807K Buy
15,216
+1,346
+10% +$71.4K 0.16% 89
2024
Q1
$803K Buy
13,870
+1,789
+15% +$104K 0.18% 91
2023
Q4
$663K Buy
12,081
+944
+8% +$51.8K 0.19% 86
2023
Q3
$574K Buy
11,137
+853
+8% +$44K 0.19% 86
2023
Q2
$548K Buy
10,284
+1,184
+13% +$63.1K 0.19% 86
2023
Q1
$499K Buy
9,100
+86
+1% +$4.72K 0.22% 82
2022
Q4
$454K Buy
9,014
+771
+9% +$38.9K 0.24% 82
2022
Q3
$362K Buy
8,243
+450
+6% +$19.8K 0.22% 82
2022
Q2
$402K Sell
7,793
-875
-10% -$45.1K 0.25% 71
2022
Q1
$552K Sell
8,668
-287
-3% -$18.3K 0.32% 65
2021
Q4
$508K Buy
+8,955
New +$508K 0.28% 74