Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Sell
6,045
-81
-1% -$9.35K 0.01% 832
2025
Q1
$712K Buy
6,126
+65
+1% +$7.55K 0.01% 819
2024
Q4
$662K Buy
6,061
+399
+7% +$43.6K 0.01% 863
2024
Q3
$584K Buy
5,662
+218
+4% +$22.5K 0.01% 889
2024
Q2
$507K Sell
5,444
-597
-10% -$55.6K 0.01% 908
2024
Q1
$561K Sell
6,041
-53
-0.9% -$4.92K 0.01% 918
2023
Q4
$599K Buy
6,094
+38
+0.6% +$3.74K 0.01% 865
2023
Q3
$567K Sell
6,056
-110
-2% -$10.3K 0.01% 837
2023
Q2
$633K Sell
6,166
-535
-8% -$54.9K 0.01% 817
2023
Q1
$726K Buy
6,701
+37
+0.6% +$4.01K 0.01% 772
2022
Q4
$719K Buy
6,664
+707
+12% +$76.3K 0.01% 756
2022
Q3
$590K Sell
5,957
-65
-1% -$6.44K 0.01% 773
2022
Q2
$638K Buy
6,022
+492
+9% +$52.1K 0.01% 759
2022
Q1
$638K Sell
5,530
-111
-2% -$12.8K 0.01% 795
2021
Q4
$639K Sell
5,641
-8
-0.1% -$906 0.01% 804
2021
Q3
$584K Sell
5,649
-247
-4% -$25.5K 0.01% 816
2021
Q2
$575K Buy
5,896
+606
+11% +$59.1K 0.01% 855
2021
Q1
$529K Sell
5,290
-36
-0.7% -$3.6K 0.01% 755
2020
Q4
$511K Buy
5,326
+7
+0.1% +$672 0.01% 729
2020
Q3
$425K Buy
5,319
+763
+17% +$61K 0.01% 721
2020
Q2
$398K Buy
+4,556
New +$398K 0.01% 711