Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Sell
1,287
-38
-3% -$13.6K 0.03% 262
2025
Q1
$529K Sell
1,325
-12
-0.9% -$4.79K 0.03% 229
2024
Q4
$480K Buy
1,337
+4
+0.3% +$1.44K 0.03% 227
2024
Q3
$457K Sell
1,333
-32
-2% -$11K 0.03% 233
2024
Q2
$401K Sell
1,365
-38
-3% -$11.2K 0.03% 252
2024
Q1
$468K Sell
1,403
-215
-13% -$71.8K 0.03% 237
2023
Q4
$471K Sell
1,618
-100
-6% -$29.1K 0.04% 245
2023
Q3
$557K Sell
1,718
-680
-28% -$220K 0.05% 201
2023
Q2
$828K Buy
2,398
+4
+0.2% +$1.38K 0.06% 165
2023
Q1
$755K Sell
2,394
-3
-0.1% -$946 0.06% 172
2022
Q4
$719K Buy
2,397
+59
+3% +$17.7K 0.06% 178
2022
Q3
$626K Buy
2,338
+132
+6% +$35.3K 0.06% 183
2022
Q2
$595K Buy
2,206
+157
+8% +$42.3K 0.06% 195
2022
Q1
$616K Hold
2,049
0.05% 204
2021
Q4
$616K Buy
2,049
+74
+4% +$22.2K 0.05% 204
2021
Q3
$564K Buy
1,975
+153
+8% +$43.7K 0.05% 192
2021
Q2
$435K Hold
1,822
0.04% 239
2021
Q1
$419K Buy
1,822
+9
+0.5% +$2.07K 0.04% 227
2020
Q4
$383K Buy
1,813
+247
+16% +$52.2K 0.04% 216
2020
Q3
$323K Sell
1,566
-90
-5% -$18.6K 0.04% 201
2020
Q2
$319K Sell
1,656
-414
-20% -$79.8K 0.04% 209
2020
Q1
$342K Buy
2,070
+152
+8% +$25.1K 0.06% 160
2019
Q4
$401K Buy
1,918
+163
+9% +$34.1K 0.06% 158
2019
Q3
$340K Sell
1,755
-155
-8% -$30K 0.06% 168
2019
Q2
$369K Buy
1,910
+107
+6% +$20.7K 0.07% 137
2019
Q1
$308K Buy
+1,803
New +$308K 0.07% 136