Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.2K Buy
2,465
+78
+3% +$1.75K ﹤0.01% 429
2025
Q1
$54.2K Sell
2,387
-429
-15% -$9.74K ﹤0.01% 403
2024
Q4
$56.5K Sell
2,816
-3,993
-59% -$80.1K ﹤0.01% 388
2024
Q3
$160K Sell
6,809
-1,252
-16% -$29.4K 0.01% 234
2024
Q2
$250K Sell
8,061
-858
-10% -$26.6K 0.01% 191
2024
Q1
$394K Sell
8,919
-99
-1% -$4.37K 0.02% 157
2023
Q4
$453K Buy
9,018
+1
+0% +$50 0.03% 150
2023
Q3
$321K Sell
9,017
-601
-6% -$21.4K 0.02% 165
2023
Q2
$322K Buy
9,618
+2,125
+28% +$71.1K 0.02% 167
2023
Q1
$245K Sell
7,493
-6,200
-45% -$203K 0.02% 168
2022
Q4
$362K Sell
13,693
-376
-3% -$9.94K 0.03% 148
2022
Q3
$363K Buy
14,069
+7,753
+123% +$200K 0.03% 136
2022
Q2
$236K Buy
6,316
+929
+17% +$34.7K 0.02% 154
2022
Q1
$267K Buy
5,387
+1,396
+35% +$69.2K 0.02% 145
2021
Q4
$206K Buy
3,991
+33
+0.8% +$1.7K 0.02% 151
2021
Q3
$211K Sell
3,958
-491
-11% -$26.2K 0.02% 146
2021
Q2
$250K Buy
4,449
+2
+0% +$112 0.03% 137
2021
Q1
$285K Buy
4,447
+3
+0.1% +$192 0.04% 124
2020
Q4
$221K Sell
4,444
-166
-4% -$8.26K 0.04% 124
2020
Q3
$238K Buy
4,610
+702
+18% +$36.2K 0.05% 119
2020
Q2
$234K Buy
3,908
+102
+3% +$6.11K 0.06% 116
2020
Q1
$206K Sell
3,806
-198
-5% -$10.7K 0.06% 117
2019
Q4
$240K Buy
4,004
+306
+8% +$18.3K 0.08% 107
2019
Q3
$191K Buy
3,698
+414
+13% +$21.4K 0.09% 96
2019
Q2
$157K Sell
3,284
-165
-5% -$7.89K 0.09% 102
2019
Q1
$185K Buy
3,449
+165
+5% +$8.85K 0.09% 91
2018
Q4
$154K Buy
3,284
+25
+0.8% +$1.17K 0.08% 80
2018
Q3
$154K Hold
3,259
0.09% 83
2018
Q2
$162K Hold
3,259
0.1% 78
2018
Q1
$164K Hold
3,259
0.09% 73
2017
Q4
$150K Hold
3,259
0.1% 77
2017
Q3
$130K Buy
+3,259
New +$130K 0.1% 75