Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
25,028
+1,705
+7% +$7.21K ﹤0.01% 1404
2025
Q1
$112K Buy
23,323
+710
+3% +$3.42K ﹤0.01% 1332
2024
Q4
$178K Buy
22,613
+2,095
+10% +$16.5K ﹤0.01% 1312
2024
Q3
$135K Buy
20,518
+1,094
+6% +$7.18K ﹤0.01% 1292
2024
Q2
$118K Sell
19,424
-1,062
-5% -$6.47K ﹤0.01% 1228
2024
Q1
$152K Buy
20,486
+15
+0.1% +$111 ﹤0.01% 1217
2023
Q4
$114K Buy
20,471
+852
+4% +$4.73K ﹤0.01% 1202
2023
Q3
$90.2K Sell
19,619
-29,037
-60% -$134K ﹤0.01% 1171
2023
Q2
$431K Buy
48,656
+4,504
+10% +$39.9K 0.01% 950
2023
Q1
$321K Buy
44,152
+327
+0.7% +$2.38K ﹤0.01% 1027
2022
Q4
$284K Buy
43,825
+5,685
+15% +$36.8K ﹤0.01% 1046
2022
Q3
$253K Sell
38,140
-16
-0% -$106 ﹤0.01% 1041
2022
Q2
$319K Buy
38,156
+3,128
+9% +$26.2K 0.01% 995
2022
Q1
$524K Sell
35,028
-323
-0.9% -$4.83K 0.01% 878
2021
Q4
$503K Sell
35,351
-620
-2% -$8.82K 0.01% 896
2021
Q3
$550K Sell
35,971
-1,062
-3% -$16.2K 0.01% 845
2021
Q2
$621K Buy
37,033
+3,890
+12% +$65.2K 0.01% 809
2021
Q1
$674K Buy
33,143
+102
+0.3% +$2.07K 0.01% 640
2020
Q4
$480K Buy
33,041
+4,485
+16% +$65.2K 0.01% 765
2020
Q3
$324K Buy
28,556
+4,010
+16% +$45.5K 0.01% 824
2020
Q2
$268K Buy
+24,546
New +$268K 0.01% 865