Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Sell
6,830
-191
-3% -$12.3K ﹤0.01% 997
2025
Q1
$469K Buy
7,021
+159
+2% +$10.6K ﹤0.01% 950
2024
Q4
$456K Buy
6,862
+358
+6% +$23.8K ﹤0.01% 975
2024
Q3
$398K Buy
6,504
+3
+0% +$184 ﹤0.01% 1008
2024
Q2
$386K Sell
6,501
-702
-10% -$41.7K ﹤0.01% 983
2024
Q1
$446K Sell
7,203
-48
-0.7% -$2.97K ﹤0.01% 978
2023
Q4
$353K Sell
7,251
-110
-1% -$5.35K ﹤0.01% 1031
2023
Q3
$309K Sell
7,361
-471
-6% -$19.8K ﹤0.01% 1029
2023
Q2
$378K Sell
7,832
-635
-7% -$30.6K 0.01% 987
2023
Q1
$463K Buy
8,467
+13
+0.2% +$711 0.01% 944
2022
Q4
$416K Buy
8,454
+935
+12% +$46K 0.01% 948
2022
Q3
$310K Buy
7,519
+278
+4% +$11.5K 0.01% 987
2022
Q2
$347K Buy
7,241
+634
+10% +$30.4K 0.01% 974
2022
Q1
$374K Sell
6,607
-54
-0.8% -$3.06K 0.01% 981
2021
Q4
$392K Sell
6,661
-94
-1% -$5.53K 0.01% 987
2021
Q3
$451K Sell
6,755
-364
-5% -$24.3K 0.01% 932
2021
Q2
$526K Buy
7,119
+642
+10% +$47.4K 0.01% 905
2021
Q1
$516K Buy
6,477
+12
+0.2% +$956 0.01% 765
2020
Q4
$497K Buy
6,465
+9
+0.1% +$692 0.01% 745
2020
Q3
$431K Buy
6,456
+918
+17% +$61.3K 0.01% 714
2020
Q2
$402K Buy
+5,538
New +$402K 0.01% 704