Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
2,072
-66
-3% -$20.7K ﹤0.01% 772
2025
Q1
$651K Buy
2,138
+80
+4% +$24.4K ﹤0.01% 751
2024
Q4
$684K Buy
2,058
+283
+16% +$94K ﹤0.01% 742
2024
Q3
$592K Sell
1,775
-483
-21% -$161K ﹤0.01% 819
2024
Q2
$930K Hold
2,258
0.01% 638
2024
Q1
$913K Sell
2,258
-633
-22% -$256K 0.01% 647
2023
Q4
$886K Sell
2,891
-202
-7% -$61.9K 0.01% 646
2023
Q3
$749K Buy
3,093
+33
+1% +$7.99K 0.01% 662
2023
Q2
$735K Sell
3,060
-125
-4% -$30K 0.01% 663
2023
Q1
$599K Buy
3,185
+315
+11% +$59.2K ﹤0.01% 740
2022
Q4
$610K Sell
2,870
-145
-5% -$30.8K 0.01% 710
2022
Q3
$474K Sell
3,015
-1,129
-27% -$177K ﹤0.01% 783
2022
Q2
$621K Hold
4,144
0.01% 687
2022
Q1
$678K Sell
4,144
-301
-7% -$49.2K ﹤0.01% 712
2021
Q4
$968K Sell
4,445
-684
-13% -$149K 0.01% 636
2021
Q3
$971K Buy
5,129
+45
+0.9% +$8.52K 0.01% 624
2021
Q2
$898K Buy
5,084
+586
+13% +$104K 0.01% 645
2021
Q1
$738K Buy
4,498
+470
+12% +$77.1K 0.01% 688
2020
Q4
$561K Buy
+4,028
New +$561K ﹤0.01% 731