Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
10,131
+56
+0.6% +$608 ﹤0.01% 570
2025
Q1
$101K Sell
10,075
-1,182
-11% -$11.9K ﹤0.01% 437
2024
Q4
$111K Sell
11,257
-20,869
-65% -$207K ﹤0.01% 423
2024
Q3
$339K Buy
+32,126
New +$339K 0.01% 315
2024
Q2
Sell
-32,643
Closed -$434K 195
2024
Q1
$434K Buy
+32,643
New +$434K 0.01% 273
2023
Q4
Sell
-23,348
Closed -$290K 179
2023
Q3
$290K Buy
23,348
+80
+0.3% +$994 0.01% 301
2023
Q2
$352K Sell
23,268
-1,657
-7% -$25.1K 0.01% 260
2023
Q1
$314K Sell
24,925
-259
-1% -$3.26K 0.01% 270
2022
Q4
$293K Buy
25,184
+2,246
+10% +$26.1K 0.01% 285
2022
Q3
$257K Buy
22,938
+10
+0% +$112 0.01% 282
2022
Q2
$255K Buy
22,928
+1,252
+6% +$13.9K 0.01% 285
2022
Q1
$367K Buy
21,676
+4,523
+26% +$76.6K 0.01% 263
2021
Q4
$356K Buy
17,153
+136
+0.8% +$2.82K 0.01% 280
2021
Q3
$240K Buy
17,017
+2,499
+17% +$35.2K 0.01% 312
2021
Q2
$216K Sell
14,518
-554
-4% -$8.24K 0.01% 338
2021
Q1
$185K Buy
15,072
+400
+3% +$4.91K 0.01% 316
2020
Q4
$129K Buy
14,672
+6,619
+82% +$58.2K 0.01% 276
2020
Q3
$54K Sell
8,053
-488
-6% -$3.27K ﹤0.01% 350
2020
Q2
$52K Buy
8,541
+506
+6% +$3.08K 0.01% 349
2020
Q1
$38.8K Buy
8,035
+354
+5% +$1.71K 0.01% 364
2019
Q4
$71.4K Buy
7,681
+230
+3% +$2.14K 0.01% 355
2019
Q3
$68.3K Buy
+7,451
New +$68.3K 0.01% 423