Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
11,105
-277
-2% -$12.1K ﹤0.01% 965
2025
Q1
$538K Buy
11,382
+153
+1% +$7.23K 0.01% 909
2024
Q4
$549K Buy
11,229
+635
+6% +$31K 0.01% 926
2024
Q3
$579K Buy
10,594
+35
+0.3% +$1.91K 0.01% 891
2024
Q2
$536K Sell
10,559
-1,108
-9% -$56.2K 0.01% 889
2024
Q1
$675K Sell
11,667
-42
-0.4% -$2.43K 0.01% 850
2023
Q4
$654K Sell
11,709
-21
-0.2% -$1.17K 0.01% 836
2023
Q3
$638K Sell
11,730
-179
-2% -$9.73K 0.01% 796
2023
Q2
$703K Sell
11,909
-1,025
-8% -$60.5K 0.01% 776
2023
Q1
$789K Buy
12,934
+49
+0.4% +$2.99K 0.01% 737
2022
Q4
$782K Buy
12,885
+1,394
+12% +$84.6K 0.01% 723
2022
Q3
$652K Sell
11,491
-139
-1% -$7.89K 0.01% 731
2022
Q2
$663K Buy
11,630
+873
+8% +$49.8K 0.01% 741
2022
Q1
$673K Sell
10,757
-158
-1% -$9.89K 0.01% 765
2021
Q4
$632K Sell
10,915
-155
-1% -$8.98K 0.01% 809
2021
Q3
$660K Sell
11,070
-680
-6% -$40.5K 0.01% 754
2021
Q2
$786K Buy
11,750
+1,153
+11% +$77.1K 0.01% 702
2021
Q1
$671K Buy
10,597
+11
+0.1% +$697 0.01% 643
2020
Q4
$627K Buy
10,586
+16
+0.2% +$948 0.01% 646
2020
Q3
$540K Buy
10,570
+1,501
+17% +$76.7K 0.01% 610
2020
Q2
$474K Buy
+9,069
New +$474K 0.01% 631