Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
18,909
-2,853
-13% -$45.8K ﹤0.01% 1141
2025
Q1
$228K Buy
21,762
+981
+5% +$10.3K ﹤0.01% 1222
2024
Q4
$166K Buy
20,781
+2,044
+11% +$16.3K ﹤0.01% 1314
2024
Q3
$211K Buy
18,737
+501
+3% +$5.64K ﹤0.01% 1233
2024
Q2
$219K Buy
18,236
+485
+3% +$5.82K ﹤0.01% 1154
2024
Q1
$295K Buy
17,751
+29
+0.2% +$482 ﹤0.01% 1069
2023
Q4
$320K Buy
17,722
+444
+3% +$8.01K ﹤0.01% 1048
2023
Q3
$184K Buy
17,278
+106
+0.6% +$1.13K ﹤0.01% 1131
2023
Q2
$219K Buy
17,172
+1,179
+7% +$15K ﹤0.01% 1126
2023
Q1
$153K Buy
15,993
+156
+1% +$1.49K ﹤0.01% 1140
2022
Q4
$150K Buy
15,837
+235
+2% +$2.22K ﹤0.01% 1138
2022
Q3
$149K Buy
15,602
+622
+4% +$5.94K ﹤0.01% 1097
2022
Q2
$115K Sell
14,980
-9,337
-38% -$71.7K ﹤0.01% 1120
2022
Q1
$285K Buy
24,317
+999
+4% +$11.7K ﹤0.01% 1033
2021
Q4
$393K Sell
23,318
-199
-0.8% -$3.35K 0.01% 986
2021
Q3
$817K Sell
23,517
-658
-3% -$22.9K 0.02% 656
2021
Q2
$1.62M Buy
24,175
+2,931
+14% +$197K 0.03% 416
2021
Q1
$1.3M Buy
21,244
+242
+1% +$14.8K 0.03% 400
2020
Q4
$1.76M Buy
21,002
+2,466
+13% +$207K 0.04% 335
2020
Q3
$980K Buy
18,536
+2,472
+15% +$131K 0.02% 422
2020
Q2
$623K Buy
+16,064
New +$623K 0.02% 508