Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
3,231
-43
-1% -$3.07K 0.06% 131
2025
Q1
$209K Buy
3,274
+227
+7% +$14.5K 0.06% 122
2024
Q4
$232K Buy
3,047
+11
+0.4% +$838 0.07% 116
2024
Q3
$269K Buy
3,036
+136
+5% +$12.1K 0.08% 109
2024
Q2
$219K Sell
2,900
-102
-3% -$7.7K 0.07% 124
2024
Q1
$282K Buy
3,002
+122
+4% +$11.5K 0.09% 99
2023
Q4
$313K Sell
2,880
-52
-2% -$5.65K 0.12% 91
2023
Q3
$280K Sell
2,932
-30
-1% -$2.87K 0.11% 94
2023
Q2
$327K Sell
2,962
-368
-11% -$40.6K 0.16% 81
2023
Q1
$408K Buy
3,330
+11
+0.3% +$1.35K 0.16% 80
2022
Q4
$388K Buy
3,319
+19
+0.6% +$2.22K 0.15% 85
2022
Q3
$274K Buy
3,300
+9
+0.3% +$747 0.12% 89
2022
Q2
$336K Sell
3,291
-34
-1% -$3.47K 0.13% 79
2022
Q1
$447K Buy
3,325
+40
+1% +$5.38K 0.14% 83
2021
Q4
$548K Sell
3,285
-64
-2% -$10.7K 0.17% 75
2021
Q3
$486K Buy
3,349
+5
+0.1% +$726 0.16% 74
2021
Q2
$517K Buy
3,344
+180
+6% +$27.8K 0.16% 73
2021
Q1
$420K Hold
3,164
0.14% 82
2020
Q4
$448K Buy
3,164
+11
+0.3% +$1.56K 0.16% 68
2020
Q3
$396K Buy
3,153
+7
+0.2% +$879 0.17% 63
2020
Q2
$308K Buy
3,146
+7
+0.2% +$685 0.15% 67
2020
Q1
$260K Buy
3,139
+442
+16% +$36.6K 0.15% 80
2019
Q4
$273K Buy
2,697
+6
+0.2% +$607 0.13% 93
2019
Q3
$253K Sell
2,691
-255
-9% -$24K 0.15% 83
2019
Q2
$247K Sell
2,946
-221
-7% -$18.5K 0.17% 82
2019
Q1
$267K Sell
3,167
-80
-2% -$6.75K 0.16% 82
2018
Q4
$241K Buy
+3,247
New +$241K 0.17% 83