Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Sell
6,372
-187
-3% -$17.8K 0.01% 885
2025
Q1
$579K Buy
6,559
+48
+0.7% +$4.24K 0.01% 889
2024
Q4
$617K Buy
6,511
+414
+7% +$39.2K 0.01% 889
2024
Q3
$665K Sell
6,097
-119
-2% -$13K 0.01% 842
2024
Q2
$710K Sell
6,216
-3,416
-35% -$390K 0.01% 793
2024
Q1
$1.4M Buy
9,632
+2,441
+34% +$354K 0.01% 627
2023
Q4
$1.02M Sell
7,191
-2
-0% -$282 0.01% 664
2023
Q3
$965K Sell
7,193
-52
-0.7% -$6.98K 0.01% 656
2023
Q2
$1.04M Sell
7,245
-659
-8% -$94.6K 0.01% 633
2023
Q1
$1.1M Buy
7,904
+53
+0.7% +$7.39K 0.02% 616
2022
Q4
$974K Buy
7,851
+784
+11% +$97.2K 0.02% 645
2022
Q3
$846K Sell
7,067
-77
-1% -$9.22K 0.02% 635
2022
Q2
$899K Buy
7,144
+569
+9% +$71.6K 0.02% 614
2022
Q1
$938K Sell
6,575
-93
-1% -$13.3K 0.02% 615
2021
Q4
$1.22M Sell
6,668
-84
-1% -$15.4K 0.02% 540
2021
Q3
$1.06M Buy
6,752
+186
+3% +$29.1K 0.02% 531
2021
Q2
$1.15M Buy
6,566
+800
+14% +$140K 0.02% 527
2021
Q1
$1.05M Buy
5,766
+12
+0.2% +$2.18K 0.02% 465
2020
Q4
$915K Buy
5,754
+7
+0.1% +$1.11K 0.02% 487
2020
Q3
$627K Buy
5,747
+820
+17% +$89.5K 0.02% 557
2020
Q2
$537K Buy
+4,927
New +$537K 0.01% 574