Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
3,374
-33
-1% -$2.46K 0.01% 318
2025
Q1
$214K Sell
3,407
-262
-7% -$16.5K 0.01% 336
2024
Q4
$209K Sell
3,669
-645
-15% -$36.7K 0.01% 339
2024
Q3
$254K Sell
4,314
-88
-2% -$5.17K 0.01% 324
2024
Q2
$237K Buy
4,402
+495
+13% +$26.7K 0.01% 317
2024
Q1
$225K Sell
3,907
-290
-7% -$16.7K 0.01% 331
2023
Q4
$201K Buy
4,197
+75
+2% +$3.59K 0.01% 341
2023
Q3
$211K Sell
4,122
-130
-3% -$6.65K 0.01% 317
2023
Q2
$244K Sell
4,252
-420
-9% -$24.1K 0.01% 316
2023
Q1
$282K Sell
4,672
-45
-1% -$2.71K 0.01% 306
2022
Q4
$277K Sell
4,717
-46
-1% -$2.7K 0.01% 314
2022
Q3
$272K Sell
4,763
-804
-14% -$45.9K 0.01% 306
2022
Q2
$301K Sell
5,567
-71
-1% -$3.84K 0.01% 315
2022
Q1
$324K Sell
5,638
-1,299
-19% -$74.7K 0.01% 327
2021
Q4
$328K Buy
6,937
+444
+7% +$21K 0.01% 339
2021
Q3
$273K Sell
6,493
-1,950
-23% -$82K 0.01% 367
2021
Q2
$374K Sell
8,443
-871
-9% -$38.6K 0.01% 337
2021
Q1
$434K Sell
9,314
-930
-9% -$43.3K 0.01% 311
2020
Q4
$397K Sell
10,244
-395
-4% -$15.3K 0.01% 328
2020
Q3
$307K Buy
10,639
+151
+1% +$4.36K 0.01% 351
2020
Q2
$281K Sell
10,488
-195
-2% -$5.23K 0.01% 358
2020
Q1
$251K Sell
10,683
-425
-4% -$9.99K 0.01% 353
2019
Q4
$328K Sell
11,108
-199
-2% -$5.88K 0.01% 372
2019
Q3
$317K Sell
11,307
-1,340
-11% -$37.6K 0.01% 385
2019
Q2
$374K Buy
+12,647
New +$374K 0.01% 358