Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
2,276
+858
+61% +$180K 0.07% 125
2025
Q1
$242K Buy
1,418
+24
+2% +$4.09K 0.04% 181
2024
Q4
$247K Buy
1,394
+26
+2% +$4.6K 0.04% 178
2024
Q3
$208K Sell
1,368
-21
-2% -$3.19K 0.04% 197
2024
Q2
$253K Buy
1,389
+46
+3% +$8.37K 0.05% 164
2024
Q1
$259K Buy
1,343
+33
+3% +$6.37K 0.05% 160
2023
Q4
$341K Sell
1,310
-99
-7% -$25.8K 0.07% 129
2023
Q3
$270K Sell
1,409
-6
-0.4% -$1.15K 0.06% 130
2023
Q2
$299K Buy
1,415
+86
+6% +$18.2K 0.06% 133
2023
Q1
$282K Sell
1,329
-3
-0.2% -$637 0.06% 129
2022
Q4
$254K Buy
+1,332
New +$254K 0.05% 146
2022
Q2
Sell
-1,271
Closed -$243K 146
2022
Q1
$243K Buy
1,271
+1
+0.1% +$191 0.05% 133
2021
Q4
$256K Buy
1,270
+188
+17% +$37.9K 0.05% 127
2021
Q3
$238K Hold
1,082
0.06% 127
2021
Q2
$259K Sell
1,082
-11
-1% -$2.63K 0.06% 119
2021
Q1
$278K Buy
1,093
+82
+8% +$20.9K 0.07% 121
2020
Q4
$216K Buy
+1,011
New +$216K 0.06% 131
2020
Q1
Sell
-629
Closed -$205K 120
2019
Q4
$205K Buy
629
+1
+0.2% +$326 0.09% 119
2019
Q3
$239K Buy
628
+1
+0.2% +$381 0.11% 103
2019
Q2
$228K Buy
627
+31
+5% +$11.3K 0.1% 103
2019
Q1
$227K Sell
596
-689
-54% -$262K 0.11% 105
2018
Q4
$414K Buy
1,285
+701
+120% +$226K 0.18% 73
2018
Q3
$217K Buy
+584
New +$217K 0.1% 116