Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$557K Sell
25,345
-1,161
-4% -$25.5K ﹤0.01% 909
2025
Q1
$618K Buy
26,506
+371
+1% +$8.64K 0.01% 868
2024
Q4
$751K Buy
26,135
+1,307
+5% +$37.6K 0.01% 826
2024
Q3
$737K Sell
24,828
-74
-0.3% -$2.2K 0.01% 811
2024
Q2
$839K Sell
24,902
-2,956
-11% -$99.6K 0.01% 730
2024
Q1
$1.01M Sell
27,858
-134
-0.5% -$4.84K 0.01% 718
2023
Q4
$914K Sell
27,992
-9
-0% -$294 0.01% 703
2023
Q3
$911K Sell
28,001
-518
-2% -$16.9K 0.01% 675
2023
Q2
$834K Sell
28,519
-2,634
-8% -$77.1K 0.01% 711
2023
Q1
$873K Buy
31,153
+161
+0.5% +$4.51K 0.01% 691
2022
Q4
$845K Buy
30,992
+3,255
+12% +$88.8K 0.01% 692
2022
Q3
$661K Sell
27,737
-187
-0.7% -$4.46K 0.01% 722
2022
Q2
$781K Buy
27,924
+2,063
+8% +$57.7K 0.02% 671
2022
Q1
$754K Sell
25,861
-394
-2% -$11.5K 0.01% 708
2021
Q4
$915K Sell
26,255
-569
-2% -$19.8K 0.01% 642
2021
Q3
$885K Sell
26,824
-1,451
-5% -$47.9K 0.02% 614
2021
Q2
$936K Buy
28,275
+2,709
+11% +$89.7K 0.02% 626
2021
Q1
$912K Sell
25,566
-192
-0.7% -$6.85K 0.02% 507
2020
Q4
$874K Sell
25,758
-103
-0.4% -$3.5K 0.02% 505
2020
Q3
$666K Buy
25,861
+3,733
+17% +$96.1K 0.02% 536
2020
Q2
$570K Buy
+22,128
New +$570K 0.01% 538