Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$674K Sell
2,039
-66
-3% -$21.8K 0.08% 237
2025
Q1
$693K Buy
2,105
+143
+7% +$47.1K 0.08% 211
2024
Q4
$542K Sell
1,962
-26
-1% -$7.18K 0.06% 243
2024
Q3
$689K Sell
1,988
-92
-4% -$31.9K 0.08% 217
2024
Q2
$688K Sell
2,080
-159
-7% -$52.6K 0.09% 202
2024
Q1
$813K Sell
2,239
-129
-5% -$46.9K 0.11% 189
2023
Q4
$709K Sell
2,368
-14
-0.6% -$4.19K 0.1% 195
2023
Q3
$681K Sell
2,382
-259
-10% -$74.1K 0.11% 188
2023
Q2
$741K Buy
2,641
+43
+2% +$12.1K 0.11% 186
2023
Q1
$664K Buy
2,598
+248
+11% +$63.4K 0.11% 194
2022
Q4
$778K Sell
2,350
-255
-10% -$84.5K 0.14% 171
2022
Q3
$723K Sell
2,605
-71
-3% -$19.7K 0.14% 155
2022
Q2
$706K Sell
2,676
-55
-2% -$14.5K 0.14% 164
2022
Q1
$654K Buy
2,731
+203
+8% +$48.6K 0.13% 169
2021
Q4
$580K Buy
2,528
+275
+12% +$63.1K 0.12% 199
2021
Q3
$451K Buy
2,253
+270
+14% +$54K 0.1% 224
2021
Q2
$470K Buy
1,983
+34
+2% +$8.06K 0.11% 208
2021
Q1
$471K Buy
1,949
+131
+7% +$31.7K 0.13% 183
2020
Q4
$379K Buy
1,818
+68
+4% +$14.2K 0.11% 225
2020
Q3
$296K Buy
1,750
+296
+20% +$50.1K 0.11% 237
2020
Q2
$273K Buy
+1,454
New +$273K 0.11% 234