Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
1,173
+74
+7% +$11.5K 0.03% 311
2025
Q1
$181K Sell
1,099
-117
-10% -$19.3K 0.03% 292
2024
Q4
$198K Sell
1,216
-9
-0.7% -$1.47K 0.03% 273
2024
Q3
$239K Buy
1,225
+34
+3% +$6.64K 0.04% 232
2024
Q2
$206K Buy
1,191
+142
+14% +$24.6K 0.04% 237
2024
Q1
$178K Buy
1,049
+3
+0.3% +$508 0.03% 264
2023
Q4
$206K Sell
1,046
-367
-26% -$72.4K 0.04% 232
2023
Q3
$246K Buy
1,413
+22
+2% +$3.83K 0.06% 191
2023
Q2
$240K Buy
1,391
+9
+0.7% +$1.55K 0.05% 196
2023
Q1
$230K Buy
1,382
+449
+48% +$74.7K 0.05% 198
2022
Q4
$137K Sell
933
-506
-35% -$74.2K 0.03% 252
2022
Q3
$213K Buy
1,439
+200
+16% +$29.6K 0.06% 166
2022
Q2
$213K Buy
1,239
+30
+2% +$5.16K 0.06% 164
2022
Q1
$228K Sell
1,209
-25
-2% -$4.72K 0.05% 164
2021
Q4
$301K Buy
1,234
+999
+425% +$244K 0.07% 135
2021
Q3
$39K Sell
235
-974
-81% -$162K 0.03% 210
2021
Q2
$225K Buy
1,209
+634
+110% +$118K 0.06% 148
2021
Q1
$91K Buy
575
+340
+145% +$53.8K 0.03% 193
2020
Q4
$39K Hold
235
0.02% 220
2020
Q3
$39K Buy
+235
New +$39K 0.03% 210