Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
2,257
-33
-1% -$6.92K 0.17% 59
2025
Q1
$391K Sell
2,290
-763
-25% -$130K 0.15% 63
2024
Q4
$540K Hold
3,053
0.19% 51
2024
Q3
$464K Sell
3,053
-62
-2% -$9.43K 0.2% 58
2024
Q2
$567K Sell
3,115
-126
-4% -$22.9K 0.25% 49
2024
Q1
$625K Sell
3,241
-1
-0% -$193 0.44% 40
2023
Q4
$845K Sell
3,242
-110
-3% -$28.7K 0.64% 31
2023
Q3
$643K Buy
3,352
+110
+3% +$21.1K 0.47% 40
2023
Q2
$685K Hold
3,242
0.5% 33
2023
Q1
$689K Sell
3,242
-30
-0.9% -$6.37K 0.65% 26
2022
Q4
$623K Sell
3,272
-20
-0.6% -$3.81K 0.55% 30
2022
Q3
$399K Sell
3,292
-120
-4% -$14.5K 0.36% 43
2022
Q2
$466K Hold
3,412
0.39% 44
2022
Q1
$653K Buy
3,412
+50
+1% +$9.57K 0.44% 35
2021
Q4
$665K Hold
3,362
0.45% 35
2021
Q3
$739K Sell
3,362
-11
-0.3% -$2.42K 0.51% 32
2021
Q2
$808K Buy
3,373
+20
+0.6% +$4.79K 0.6% 28
2021
Q1
$847K Buy
3,353
+201
+6% +$50.8K 0.71% 26
2020
Q4
$665K Buy
+3,152
New +$665K 0.57% 30