Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Sell
83,583
-1,850
-2% -$16.7K 0.24% 113
2025
Q1
$549K Buy
85,433
+503
+0.6% +$3.23K 0.19% 131
2024
Q4
$808K Sell
84,930
-125
-0.1% -$1.19K 0.27% 111
2024
Q3
$695K Buy
85,055
+1,165
+1% +$9.52K 0.24% 120
2024
Q2
$1.13M Sell
83,890
-16,376
-16% -$222K 0.43% 65
2024
Q1
$549K Buy
100,266
+2,253
+2% +$12.3K 0.21% 124
2023
Q4
$1.07M Buy
98,013
+23,332
+31% +$256K 0.41% 77
2023
Q3
$820K Buy
74,681
+924
+1% +$10.1K 0.33% 96
2023
Q2
$1.16M Sell
73,757
-92
-0.1% -$1.45K 0.43% 79
2023
Q1
$963K Buy
73,849
+19,746
+36% +$258K 0.37% 84
2022
Q4
$589K Buy
54,103
+30,565
+130% +$333K 0.23% 115
2022
Q3
$378K Sell
23,538
-9,721
-29% -$156K 0.16% 140
2022
Q2
$259K Sell
33,259
-477
-1% -$3.72K 0.1% 176
2022
Q1
$421K Buy
33,736
+1,640
+5% +$20.5K 0.13% 162
2021
Q4
$766K Buy
32,096
+4,451
+16% +$106K 0.23% 125
2021
Q3
$457K Buy
27,645
+173
+0.6% +$2.86K 0.14% 156
2021
Q2
$397K Buy
+27,472
New +$397K 0.12% 172