Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
2,522
-25
-1% -$3.81K 0.18% 113
2025
Q1
$374K Buy
2,547
+425
+20% +$62.4K 0.18% 117
2024
Q4
$274K Sell
2,122
-140
-6% -$18.1K 0.14% 129
2024
Q3
$309K Buy
2,262
+84
+4% +$11.5K 0.16% 126
2024
Q2
$223K Sell
2,178
-855
-28% -$87.4K 0.15% 130
2024
Q1
$269K Buy
3,033
+209
+7% +$18.5K 0.16% 121
2023
Q4
$258K Buy
2,824
+188
+7% +$17.2K 0.17% 117
2023
Q3
$206K Sell
2,636
-59
-2% -$4.62K 0.15% 123
2023
Q2
$226K Sell
2,695
-65
-2% -$5.44K 0.16% 119
2023
Q1
$243K Buy
2,760
+105
+4% +$9.23K 0.19% 109
2022
Q4
$266K Sell
2,655
-367
-12% -$36.8K 0.24% 90
2022
Q3
$279K Sell
3,022
-24
-0.8% -$2.22K 0.27% 85
2022
Q2
$330K Sell
3,046
-359
-11% -$38.9K 0.29% 83
2022
Q1
$424K Sell
3,405
-191
-5% -$23.8K 0.32% 75
2021
Q4
$534K Buy
3,596
+166
+5% +$24.7K 0.37% 70
2021
Q3
$503K Sell
3,430
-1,231
-26% -$181K 0.38% 71
2021
Q2
$774K Sell
4,661
-165
-3% -$27.4K 0.6% 50
2021
Q1
$776K Sell
4,826
-342
-7% -$55K 0.65% 43
2020
Q4
$754K Sell
5,168
-1,744
-25% -$254K 0.65% 42
2020
Q3
$924K Buy
6,912
+92
+1% +$12.3K 0.84% 36
2020
Q2
$888K Sell
6,820
-161
-2% -$21K 0.86% 33
2020
Q1
$796K Buy
6,981
+597
+9% +$68.1K 0.98% 32
2019
Q4
$941K Buy
+6,384
New +$941K 0.95% 34