Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.2K Buy
3,257
+1
+0% +$26 ﹤0.01% 401
2025
Q1
$114K Sell
3,256
-1,437
-31% -$50.2K 0.01% 316
2024
Q4
$188K Sell
4,693
-1,180
-20% -$47.4K 0.01% 292
2024
Q3
$321K Sell
5,873
-503
-8% -$27.5K 0.01% 236
2024
Q2
$338K Buy
6,376
+335
+6% +$17.8K 0.02% 228
2024
Q1
$350K Sell
6,041
-599
-9% -$34.7K 0.02% 226
2023
Q4
$364K Buy
6,640
+71
+1% +$3.89K 0.02% 220
2023
Q3
$339K Hold
6,569
0.02% 215
2023
Q2
$350K Buy
+6,569
New +$350K 0.02% 212
2022
Q4
$18.6K Buy
6,164
+60
+1% +$181 0.01% 237
2022
Q3
$315K Hold
6,104
0.02% 191
2022
Q2
$315K Buy
6,104
+609
+11% +$31.4K 0.02% 191
2022
Q1
$350K Sell
5,495
-284
-5% -$18.1K 0.02% 197
2021
Q4
$328K Sell
5,779
-1,691
-23% -$96K 0.02% 202
2021
Q3
$430K Buy
7,470
+88
+1% +$5.07K 0.03% 176
2021
Q2
$467K Buy
7,382
+64
+0.9% +$4.05K 0.03% 173
2021
Q1
$468K Sell
7,318
-2,144
-23% -$137K 0.03% 167
2020
Q4
$525K Buy
9,462
+390
+4% +$21.6K 0.04% 147
2020
Q3
$427K Sell
9,072
-162
-2% -$7.63K 0.03% 152
2020
Q2
$376K Sell
9,234
-1,086
-11% -$44.2K 0.03% 161
2020
Q1
$302K Sell
10,320
-842
-8% -$24.6K 0.03% 174
2019
Q4
$611K Buy
11,162
+2,134
+24% +$117K 0.05% 135
2019
Q3
$430K Sell
9,028
-835
-8% -$39.8K 0.05% 129
2019
Q2
$486K Buy
+9,863
New +$486K 0.05% 117