Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
1,560
-51
-3% -$14.8K 0.07% 213
2025
Q1
$487K Sell
1,611
-136
-8% -$41.1K 0.03% 199
2024
Q4
$483K Sell
1,747
-447
-20% -$124K 0.03% 205
2024
Q3
$633K Sell
2,194
-142
-6% -$41K 0.04% 169
2024
Q2
$596K Buy
2,336
+330
+16% +$84.2K 0.04% 173
2024
Q1
$520K Sell
2,006
-49
-2% -$12.7K 0.03% 190
2023
Q4
$464K Buy
2,055
+284
+16% +$64.2K 0.03% 198
2023
Q3
$369K Sell
1,771
-123
-6% -$25.6K 0.03% 221
2023
Q2
$365K Buy
1,894
+379
+25% +$73K 0.03% 226
2023
Q1
$294K Sell
1,515
-127
-8% -$24.7K 0.02% 243
2022
Q4
$362K Buy
1,642
+648
+65% +$143K 0.03% 198
2022
Q3
$181K Sell
994
-420
-30% -$76.5K 0.02% 289
2022
Q2
$278K Buy
1,414
+1,179
+502% +$232K 0.03% 211
2022
Q1
$50K Sell
235
-135
-36% -$28.7K ﹤0.01% 527
2021
Q4
$72K Buy
370
+177
+92% +$34.4K 0.01% 443
2021
Q3
$33K Buy
193
+49
+34% +$8.38K ﹤0.01% 564
2021
Q2
$23K Sell
144
-42
-23% -$6.71K ﹤0.01% 610
2021
Q1
$29K Buy
186
+42
+29% +$6.55K ﹤0.01% 583
2020
Q4
$22K Sell
144
-80
-36% -$12.2K ﹤0.01% 611
2020
Q3
$26K Sell
224
-9
-4% -$1.05K ﹤0.01% 475
2020
Q2
$30K Sell
233
-243
-51% -$31.3K 0.01% 429
2020
Q1
$53K Buy
476
+236
+98% +$26.3K 0.01% 216
2019
Q4
$37K Buy
240
+219
+1,043% +$33.8K 0.01% 260
2019
Q3
$3K Buy
+21
New +$3K ﹤0.01% 293