Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
9,239
+225
+2% +$6.51K 0.07% 163
2025
Q1
$255K Sell
9,014
-75
-0.8% -$2.12K 0.07% 168
2024
Q4
$207K Hold
9,089
0.05% 180
2024
Q3
$200K Sell
9,089
-320
-3% -$7.04K 0.05% 191
2024
Q2
$180K Sell
9,409
-1,086
-10% -$20.8K 0.05% 198
2024
Q1
$185K Sell
10,495
-466
-4% -$8.2K 0.05% 199
2023
Q4
$184K Buy
10,961
+22
+0.2% +$369 0.05% 196
2023
Q3
$164K Sell
10,939
-70
-0.6% -$1.05K 0.05% 202
2023
Q2
$176K Buy
11,009
+49
+0.4% +$782 0.05% 197
2023
Q1
$211K Hold
10,960
0.06% 183
2022
Q4
$202K Sell
10,960
-525
-5% -$9.68K 0.06% 182
2022
Q3
$176K Sell
11,485
-209
-2% -$3.2K 0.06% 194
2022
Q2
$245K Sell
11,694
-6,213
-35% -$130K 0.07% 179
2022
Q1
$320K Sell
17,907
-3,231
-15% -$57.7K 0.08% 170
2021
Q4
$393K Sell
21,138
-12,861
-38% -$239K 0.1% 158
2021
Q3
$739K Hold
33,999
0.2% 120
2021
Q2
$739K Buy
+33,999
New +$739K 0.2% 120