Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
7,484
0.03% 258
2025
Q1
$253K Sell
7,484
-302
-4% -$10.2K 0.04% 227
2024
Q4
$230K Buy
7,786
+202
+3% +$5.97K 0.04% 232
2024
Q3
$238K Hold
7,584
0.04% 226
2024
Q2
$274K Sell
7,584
-425
-5% -$15.3K 0.06% 199
2024
Q1
$302K Buy
8,009
+75
+0.9% +$2.83K 0.07% 177
2023
Q4
$281K Hold
7,934
0.07% 173
2023
Q3
$307K Sell
7,934
-75
-0.9% -$2.9K 0.08% 146
2023
Q2
$283K Buy
8,009
+100
+1% +$3.53K 0.08% 159
2023
Q1
$300K Hold
7,909
0.09% 148
2022
Q4
$276K Buy
7,909
+100
+1% +$3.49K 0.09% 155
2022
Q3
$223K Buy
7,809
+175
+2% +$5K 0.08% 169
2022
Q2
$216K Hold
7,634
0.07% 182
2022
Q1
$224K Buy
+7,634
New +$224K 0.07% 187
2020
Q2
Sell
-8,955
Closed -$218K 141
2020
Q1
$218K Buy
8,955
+2,416
+37% +$58.8K 0.14% 118
2019
Q4
$247K Sell
6,539
-244
-4% -$9.22K 0.13% 121
2019
Q3
$258K Sell
6,783
-501
-7% -$19.1K 0.16% 114
2019
Q2
$299K Buy
7,284
+387
+6% +$15.9K 0.18% 106
2019
Q1
$297K Buy
6,897
+7
+0.1% +$301 0.19% 108
2018
Q4
$253K Buy
+6,890
New +$253K 0.18% 114