Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
28,207
-987
-3% -$8.58K 0.01% 503
2025
Q1
$254K Sell
29,194
-1,932
-6% -$16.8K 0.01% 493
2024
Q4
$335K Buy
31,126
+901
+3% +$9.7K 0.02% 407
2024
Q3
$323K Buy
30,225
+1,031
+4% +$11K 0.02% 430
2024
Q2
$485K Sell
29,194
-2,413
-8% -$40.1K 0.02% 322
2024
Q1
$363K Sell
31,607
-9,672
-23% -$111K 0.03% 399
2023
Q4
$699K Sell
41,279
-200
-0.5% -$3.39K 0.06% 235
2023
Q3
$370K Buy
41,479
+150
+0.4% +$1.34K 0.03% 354
2023
Q2
$489K Sell
41,329
-3,523
-8% -$41.7K 0.04% 296
2023
Q1
$503K Hold
44,852
0.05% 288
2022
Q4
$401K Sell
44,852
-6,461
-13% -$57.8K 0.04% 321
2022
Q3
$504K Sell
51,313
-16
-0% -$157 0.05% 261
2022
Q2
$507K Buy
51,329
+162
+0.3% +$1.6K 0.04% 277
2022
Q1
$1.84M Buy
51,167
+49
+0.1% +$1.76K 0.16% 95
2021
Q4
$2.4M Sell
51,118
-991
-2% -$46.6K 0.21% 74
2021
Q3
$3.85M Sell
52,109
-5,739
-10% -$424K 0.38% 49
2021
Q2
$3.94M Buy
57,848
+11,575
+25% +$789K 0.39% 47
2021
Q1
$2.31M Sell
46,273
-1,316
-3% -$65.6K 0.23% 74
2020
Q4
$2.28M Sell
47,589
-6,467
-12% -$310K 0.23% 74
2020
Q3
$1.37M Buy
54,056
+2,256
+4% +$57.3K 0.15% 93
2020
Q2
$1.19M Sell
51,800
-11,043
-18% -$253K 0.14% 99
2020
Q1
$747K Buy
62,843
+5,606
+10% +$66.6K 0.07% 117
2019
Q4
$935K Sell
57,237
-22,735
-28% -$371K 0.13% 111
2019
Q3
$1.26M Sell
79,972
-7,251
-8% -$115K 0.16% 78
2019
Q2
$1.25M Buy
+87,223
New +$1.25M 0.16% 81