Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$835K Sell
7,351
-329
-4% -$37.4K 0.01% 760
2025
Q1
$723K Buy
7,680
+108
+1% +$10.2K 0.01% 811
2024
Q4
$720K Buy
7,572
+540
+8% +$51.3K 0.01% 839
2024
Q3
$705K Sell
7,032
-20
-0.3% -$2K 0.01% 825
2024
Q2
$763K Sell
7,052
-750
-10% -$81.2K 0.01% 770
2024
Q1
$973K Sell
7,802
-85
-1% -$10.6K 0.01% 729
2023
Q4
$855K Buy
7,887
+50
+0.6% +$5.42K 0.01% 725
2023
Q3
$748K Sell
7,837
-132
-2% -$12.6K 0.01% 745
2023
Q2
$690K Sell
7,969
-712
-8% -$61.7K 0.01% 781
2023
Q1
$722K Buy
8,681
+31
+0.4% +$2.58K 0.01% 773
2022
Q4
$763K Buy
8,650
+925
+12% +$81.6K 0.01% 733
2022
Q3
$543K Sell
7,725
-140
-2% -$9.84K 0.01% 812
2022
Q2
$646K Buy
7,865
+590
+8% +$48.5K 0.01% 752
2022
Q1
$732K Sell
7,275
-328
-4% -$33K 0.01% 722
2021
Q4
$857K Sell
7,603
-128
-2% -$14.4K 0.01% 672
2021
Q3
$791K Sell
7,731
-295
-4% -$30.2K 0.02% 670
2021
Q2
$1M Buy
8,026
+806
+11% +$100K 0.02% 595
2021
Q1
$857K Buy
7,220
+43
+0.6% +$5.1K 0.02% 534
2020
Q4
$618K Buy
7,177
+18
+0.3% +$1.55K 0.01% 650
2020
Q3
$526K Buy
7,159
+987
+16% +$72.5K 0.01% 623
2020
Q2
$442K Buy
+6,172
New +$442K 0.01% 659