Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
10,035
+448
+5% +$23.7K ﹤0.01% 928
2025
Q1
$557K Sell
9,587
-228
-2% -$13.3K 0.01% 901
2024
Q4
$645K Buy
9,815
+163
+2% +$10.7K 0.01% 872
2024
Q3
$827K Sell
9,652
-220
-2% -$18.9K 0.01% 768
2024
Q2
$693K Sell
9,872
-701
-7% -$49.2K 0.01% 800
2024
Q1
$749K Sell
10,573
-530
-5% -$37.6K 0.01% 809
2023
Q4
$693K Sell
11,103
-180
-2% -$11.2K 0.01% 812
2023
Q3
$522K Sell
11,283
-114
-1% -$5.28K 0.01% 879
2023
Q2
$589K Sell
11,397
-1,089
-9% -$56.3K 0.01% 841
2023
Q1
$502K Sell
12,486
-79
-0.6% -$3.17K 0.01% 913
2022
Q4
$400K Sell
12,565
-232
-2% -$7.39K 0.01% 965
2022
Q3
$332K Sell
12,797
-312
-2% -$8.09K 0.01% 967
2022
Q2
$373K Buy
13,109
+855
+7% +$24.3K 0.01% 955
2022
Q1
$397K Sell
12,254
-111
-0.9% -$3.6K 0.01% 967
2021
Q4
$553K Sell
12,365
-797
-6% -$35.6K 0.01% 863
2021
Q3
$512K Sell
13,162
-844
-6% -$32.8K 0.01% 881
2021
Q2
$570K Buy
14,006
+4,110
+42% +$167K 0.01% 861
2021
Q1
$460K Sell
9,896
-1,894
-16% -$88K 0.01% 815
2020
Q4
$395K Buy
11,790
+73
+0.6% +$2.45K 0.01% 850
2020
Q3
$450K Sell
11,717
-150
-1% -$5.76K 0.01% 691
2020
Q2
$364K Buy
+11,867
New +$364K 0.01% 751