Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Hold
14,275
0.04% 167
2025
Q1
$143K Sell
14,275
-182
-1% -$1.83K 0.05% 155
2024
Q4
$143K Sell
14,457
-11,861
-45% -$117K 0.05% 145
2024
Q3
$278K Sell
26,318
-29,625
-53% -$313K 0.09% 128
2024
Q2
$702K Buy
55,943
+43
+0.1% +$539 0.24% 56
2024
Q1
$742K Hold
55,900
0.26% 53
2023
Q4
$681K Sell
55,900
-5,539
-9% -$67.5K 0.27% 57
2023
Q3
$763K Sell
61,439
-3,993
-6% -$49.6K 0.36% 50
2023
Q2
$990K Buy
65,432
+532
+0.8% +$8.05K 0.44% 43
2023
Q1
$818K Sell
64,900
-635
-1% -$8K 0.39% 48
2022
Q4
$762K Buy
65,535
+14,300
+28% +$166K 0.37% 54
2022
Q3
$574K Sell
51,235
-6,955
-12% -$77.9K 0.34% 59
2022
Q2
$648K Buy
58,190
+25,700
+79% +$286K 0.38% 48
2022
Q1
$549K Buy
32,490
+18,000
+124% +$304K 0.29% 60
2021
Q4
$301K Buy
14,490
+500
+4% +$10.4K 0.14% 91
2021
Q3
$198K Hold
13,990
0.1% 111
2021
Q2
$208K Sell
13,990
-1,700
-11% -$25.3K 0.11% 109
2021
Q1
$192K Sell
15,690
-3,420
-18% -$41.9K 0.11% 102
2020
Q4
$168K Sell
19,110
-1,632
-8% -$14.3K 0.11% 95
2020
Q3
$138K Sell
20,742
-2,000
-9% -$13.3K 0.1% 85
2020
Q2
$138K Sell
22,742
-13,785
-38% -$83.6K 0.11% 90
2020
Q1
$176K Buy
36,527
+5,065
+16% +$24.4K 0.16% 80
2019
Q4
$293K Buy
+31,462
New +$293K 0.21% 77