Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
7,857
-928
-11% -$26.9K 0.1% 163
2025
Q1
$248K Buy
+8,785
New +$248K 0.13% 133
2024
Q4
Sell
-10,129
Closed -$223K 298
2024
Q3
$223K Sell
10,129
-1,927
-16% -$42.4K 0.12% 139
2024
Q2
$230K Sell
12,056
-1,488
-11% -$28.4K 0.13% 127
2024
Q1
$238K Sell
13,544
-407
-3% -$7.16K 0.14% 120
2023
Q4
$234K Buy
13,951
+876
+7% +$14.7K 0.15% 118
2023
Q3
$196K Sell
13,075
-288
-2% -$4.33K 0.14% 122
2023
Q2
$213K Sell
13,363
-728
-5% -$11.6K 0.15% 119
2023
Q1
$271K Buy
14,091
+191
+1% +$3.68K 0.2% 90
2022
Q4
$256K Sell
13,900
-1,106
-7% -$20.4K 0.21% 95
2022
Q3
$230K Sell
15,006
-381
-2% -$5.84K 0.21% 89
2022
Q2
$323K Sell
15,387
-5,336
-26% -$112K 0.32% 70
2022
Q1
$370K Sell
20,723
-2,369
-10% -$42.3K 0.3% 66
2021
Q4
$429K Buy
23,092
+3,460
+18% +$64.3K 0.32% 57
2021
Q3
$401K Buy
19,632
+766
+4% +$15.6K 0.32% 58
2021
Q2
$410K Buy
18,866
+1,073
+6% +$23.3K 0.32% 57
2021
Q1
$407K Buy
17,793
+2,783
+19% +$63.7K 0.34% 55
2020
Q4
$326K Buy
15,010
+438
+3% +$9.51K 0.3% 65
2020
Q3
$314K Sell
14,572
-147
-1% -$3.17K 0.34% 54
2020
Q2
$336K Buy
14,719
+1,062
+8% +$24.2K 0.39% 49
2020
Q1
$301K Buy
13,657
+1,177
+9% +$25.9K 0.42% 48
2019
Q4
$368K Buy
+12,480
New +$368K 0.38% 43