Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
4,717
+225
+5% +$79K 0.05% 391
2025
Q1
$1.42M Sell
4,492
-88
-2% -$27.9K 0.05% 365
2024
Q4
$1.54M Sell
4,580
-220
-5% -$74.2K 0.08% 234
2024
Q3
$1.53M Buy
4,800
+1,122
+31% +$358K 0.09% 233
2024
Q2
$1.18M Buy
3,678
+71
+2% +$22.8K 0.08% 245
2024
Q1
$1.25M Sell
3,607
-110
-3% -$38.2K 0.1% 197
2023
Q4
$1.35M Buy
3,717
+58
+2% +$21K 0.11% 183
2023
Q3
$1.09M Sell
3,659
-20
-0.5% -$5.95K 0.1% 199
2023
Q2
$1.22M Sell
3,679
-8
-0.2% -$2.64K 0.14% 159
2023
Q1
$1.23M Buy
3,687
+913
+33% +$304K 0.15% 161
2022
Q4
$670K Buy
2,774
+105
+4% +$25.4K 0.09% 236
2022
Q3
$592K Sell
2,669
-1,020
-28% -$226K 0.09% 244
2022
Q2
$883K Buy
3,689
+2,427
+192% +$581K 0.13% 188
2022
Q1
$401K Buy
+1,262
New +$401K 0.05% 356
2021
Q3
Sell
-55
Closed -$19K 1857
2021
Q2
$19K Hold
55
﹤0.01% 1302
2021
Q1
$18K Hold
55
﹤0.01% 994
2020
Q4
$20K Buy
+55
New +$20K ﹤0.01% 746
2020
Q1
Sell
-5
Closed -$1.46K 1206
2019
Q4
$1.46K Buy
+5
New +$1.46K ﹤0.01% 849