Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
1,831
+1
+0.1% +$152 0.1% 180
2025
Q1
$269K Buy
1,830
+1
+0.1% +$147 0.1% 181
2024
Q4
$236K Sell
1,829
-221
-11% -$28.5K 0.09% 192
2024
Q3
$280K Buy
2,050
+4
+0.2% +$547 0.11% 172
2024
Q2
$209K Sell
2,046
-601
-23% -$61.4K 0.09% 175
2024
Q1
$235K Sell
2,647
-20
-0.7% -$1.77K 0.11% 159
2023
Q4
$244K Sell
2,667
-325
-11% -$29.7K 0.12% 150
2023
Q3
$234K Sell
2,992
-36
-1% -$2.82K 0.13% 135
2023
Q2
$253K Sell
3,028
-442
-13% -$37K 0.14% 130
2023
Q1
$305K Buy
3,470
+55
+2% +$4.83K 0.17% 110
2022
Q4
$342K Sell
3,415
-450
-12% -$45.1K 0.19% 103
2022
Q3
$357K Sell
3,865
-471
-11% -$43.5K 0.21% 92
2022
Q2
$469K Buy
4,336
+6
+0.1% +$649 0.26% 79
2022
Q1
$532K Buy
4,330
+259
+6% +$31.8K 0.27% 75
2021
Q4
$604K Sell
4,071
-494
-11% -$73.3K 0.25% 71
2021
Q3
$669K Sell
4,565
-482
-10% -$70.6K 0.34% 57
2021
Q2
$838K Buy
5,047
+136
+3% +$22.6K 0.43% 40
2021
Q1
$791K Sell
4,911
-130
-3% -$20.9K 0.43% 42
2020
Q4
$736K Buy
+5,041
New +$736K 0.39% 48