Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.6K Sell
3,552
-767
-18% -$17.2K 0.01% 449
2025
Q1
$98.1K Buy
4,319
+1,661
+62% +$37.7K 0.02% 392
2024
Q4
$53.3K Buy
2,658
+409
+18% +$8.2K 0.01% 511
2024
Q3
$52.8K Sell
2,249
-1,858
-45% -$43.6K 0.01% 499
2024
Q2
$127K Sell
4,107
-2,264
-36% -$70.1K 0.02% 315
2024
Q1
$281K Sell
6,371
-324
-5% -$14.3K 0.05% 201
2023
Q4
$336K Buy
6,695
+122
+2% +$6.13K 0.07% 174
2023
Q3
$234K Buy
6,573
+808
+14% +$28.7K 0.05% 195
2023
Q2
$193K Sell
5,765
-17,158
-75% -$574K 0.04% 230
2023
Q1
$749K Sell
22,923
-303
-1% -$9.9K 0.17% 92
2022
Q4
$614K Sell
23,226
-2,439
-10% -$64.5K 0.15% 101
2022
Q3
$661K Buy
25,665
+7,806
+44% +$201K 0.18% 92
2022
Q2
$668K Buy
17,859
+1,022
+6% +$38.2K 0.18% 89
2022
Q1
$834K Buy
16,837
+1,644
+11% +$81.4K 0.2% 79
2021
Q4
$782K Buy
15,193
+8,458
+126% +$435K 0.19% 78
2021
Q3
$349K Sell
6,735
-8,759
-57% -$454K 0.25% 64
2021
Q2
$870K Buy
15,494
+5,437
+54% +$305K 0.25% 65
2021
Q1
$644K Buy
10,057
+4,479
+80% +$287K 0.24% 58
2020
Q4
$278K Sell
5,578
-1,157
-17% -$57.7K 0.17% 88
2020
Q3
$349K Buy
6,735
+1,517
+29% +$78.6K 0.25% 64
2020
Q2
$312K Buy
5,218
+625
+14% +$37.4K 0.26% 63
2020
Q1
$249K Buy
4,593
+4
+0.1% +$217 0.25% 65
2019
Q4
$275K Buy
+4,589
New +$275K 0.25% 65