Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
940
-207
-18% -$26.8K 0.01% 234
2025
Q1
$138K Sell
1,147
-6
-0.5% -$722 0.01% 218
2024
Q4
$135K Sell
1,153
-5
-0.4% -$584 0.01% 220
2024
Q3
$174K Sell
1,158
-72
-6% -$10.8K 0.02% 206
2024
Q2
$194K Sell
1,230
-181
-13% -$28.6K 0.02% 201
2024
Q1
$279K Sell
1,411
-52
-4% -$10.3K 0.03% 184
2023
Q4
$255K Sell
1,463
-590
-29% -$103K 0.03% 186
2023
Q3
$321K Sell
2,053
-98
-5% -$15.3K 0.04% 168
2023
Q2
$353K Sell
2,151
-9
-0.4% -$1.48K 0.04% 166
2023
Q1
$334K Sell
2,160
-326
-13% -$50.4K 0.04% 165
2022
Q4
$327K Sell
2,486
-6,406
-72% -$843K 0.04% 167
2022
Q3
$951K Sell
8,892
-28
-0.3% -$3K 0.11% 116
2022
Q2
$931K Sell
8,920
-293
-3% -$30.6K 0.1% 122
2022
Q1
$1.37M Buy
9,213
+464
+5% +$68.9K 0.14% 90
2021
Q4
$998K Buy
8,749
+875
+11% +$99.8K 0.1% 120
2021
Q3
$776K Buy
7,874
+2,043
+35% +$201K 0.08% 130
2021
Q2
$559K Buy
5,831
+652
+13% +$62.5K 0.06% 142
2021
Q1
$416K Buy
5,179
+637
+14% +$51.2K 0.05% 154
2020
Q4
$241K Buy
4,542
+2
+0% +$106 0.03% 167
2020
Q3
$204K Buy
+4,540
New +$204K 0.03% 169