Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Sell
6,244
-187
-3% -$24.2K 0.12% 123
2025
Q1
$774K Buy
6,431
+740
+13% +$89.1K 0.13% 118
2024
Q4
$664K Sell
5,691
-130
-2% -$15.2K 0.11% 128
2024
Q3
$875K Buy
5,821
+523
+10% +$78.6K 0.16% 97
2024
Q2
$838K Buy
5,298
+600
+13% +$94.8K 0.17% 84
2024
Q1
$930K Buy
4,698
+454
+11% +$89.8K 0.21% 75
2023
Q4
$739K Buy
4,244
+88
+2% +$15.3K 0.21% 81
2023
Q3
$650K Buy
4,156
+536
+15% +$83.8K 0.21% 77
2023
Q2
$594K Buy
3,620
+346
+11% +$56.7K 0.21% 81
2023
Q1
$506K Buy
3,274
+3
+0.1% +$463 0.22% 79
2022
Q4
$431K Buy
3,271
+289
+10% +$38.1K 0.22% 87
2022
Q3
$319K Buy
2,982
+141
+5% +$15.1K 0.19% 94
2022
Q2
$297K Sell
2,841
-364
-11% -$38.1K 0.18% 101
2022
Q1
$476K Sell
3,205
-217
-6% -$32.2K 0.28% 79
2021
Q4
$391K Buy
+3,422
New +$391K 0.22% 96