Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Sell
15,429
-5,902
-28% -$64K 0.01% 463
2025
Q1
$214K Buy
21,331
+1,270
+6% +$12.7K 0.01% 449
2024
Q4
$199K Buy
20,061
+708
+4% +$7.01K 0.01% 432
2024
Q3
$202K Sell
19,353
-3,425
-15% -$35.7K 0.01% 431
2024
Q2
$286K Buy
22,778
+2,234
+11% +$28K 0.02% 322
2024
Q1
$273K Buy
20,544
+5
+0% +$66 0.02% 357
2023
Q4
$250K Sell
20,539
-6,375
-24% -$77.7K 0.02% 400
2023
Q3
$334K Sell
26,914
-8,530
-24% -$106K 0.03% 304
2023
Q2
$536K Sell
35,444
-739
-2% -$11.2K 0.04% 245
2023
Q1
$456K Buy
36,183
+2,886
+9% +$36.4K 0.04% 279
2022
Q4
$387K Sell
33,297
-286
-0.9% -$3.32K 0.03% 308
2022
Q3
$376K Buy
33,583
+5,305
+19% +$59.4K 0.04% 281
2022
Q2
$315K Buy
28,278
+2,032
+8% +$22.6K 0.03% 328
2022
Q1
$545K Hold
26,246
0.04% 221
2021
Q4
$545K Buy
26,246
+944
+4% +$19.6K 0.04% 221
2021
Q3
$358K Buy
25,302
+870
+4% +$12.3K 0.03% 280
2021
Q2
$363K Buy
24,432
+903
+4% +$13.4K 0.03% 274
2021
Q1
$288K Buy
23,529
+377
+2% +$4.62K 0.03% 293
2020
Q4
$204K Buy
23,152
+1,212
+6% +$10.7K 0.02% 331
2020
Q3
$146K Buy
21,940
+845
+4% +$5.62K 0.02% 287
2020
Q2
$128K Sell
21,095
-10,165
-33% -$61.7K 0.02% 277
2020
Q1
$151K Buy
31,260
+12,787
+69% +$61.8K 0.03% 244
2019
Q4
$170K Sell
18,473
-936
-5% -$8.61K 0.03% 288
2019
Q3
$178K Buy
19,409
+2,252
+13% +$20.7K 0.03% 270
2019
Q2
$176K Buy
+17,157
New +$176K 0.04% 257