Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
1,696
-96
-5% -$17.6K 0.02% 347
2025
Q1
$315K Buy
1,792
+20
+1% +$3.51K 0.02% 344
2024
Q4
$332K Buy
1,772
+3
+0.2% +$563 0.02% 289
2024
Q3
$339K Buy
1,769
+4
+0.2% +$767 0.02% 293
2024
Q2
$318K Sell
1,765
-72
-4% -$13K 0.02% 304
2024
Q1
$325K Sell
1,837
-191
-9% -$33.8K 0.02% 315
2023
Q4
$312K Sell
2,028
-100
-5% -$15.4K 0.03% 339
2023
Q3
$297K Sell
2,128
-303
-12% -$42.3K 0.03% 336
2023
Q2
$359K Buy
2,431
+49
+2% +$7.24K 0.03% 341
2023
Q1
$362K Sell
2,382
-26
-1% -$3.95K 0.03% 328
2022
Q4
$326K Buy
2,408
+146
+6% +$19.8K 0.03% 357
2022
Q3
$264K Buy
2,262
+52
+2% +$6.07K 0.03% 382
2022
Q2
$268K Buy
2,210
+145
+7% +$17.6K 0.03% 367
2022
Q1
$375K Hold
2,065
0.03% 310
2021
Q4
$375K Sell
2,065
-800
-28% -$145K 0.03% 310
2021
Q3
$446K Buy
2,865
+22
+0.8% +$3.43K 0.04% 237
2021
Q2
$428K Sell
2,843
-978
-26% -$147K 0.04% 241
2021
Q1
$524K Buy
+3,821
New +$524K 0.05% 182