Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
803
-149
-16% -$46.4K 0.01% 594
2025
Q1
$321K Sell
952
-14
-1% -$4.72K 0.01% 511
2024
Q4
$328K Sell
966
-45
-4% -$15.3K 0.01% 520
2024
Q3
$293K Sell
1,011
-38
-4% -$11K 0.01% 553
2024
Q2
$274K Sell
1,049
-38
-3% -$9.93K 0.01% 536
2024
Q1
$322K Buy
1,087
+14
+1% +$4.15K 0.01% 487
2023
Q4
$310K Sell
1,073
-5
-0.5% -$1.44K 0.01% 467
2023
Q3
$275K Sell
1,078
-41
-4% -$10.5K 0.01% 470
2023
Q2
$322K Sell
1,119
-52
-4% -$15K 0.02% 435
2023
Q1
$289K Buy
1,171
+8
+0.7% +$1.98K 0.02% 443
2022
Q4
$266K Buy
1,163
+19
+2% +$4.35K 0.02% 432
2022
Q3
$231K Buy
1,144
+11
+1% +$2.22K 0.01% 429
2022
Q2
$224K Sell
1,133
-43
-4% -$8.5K 0.01% 445
2022
Q1
$242K Sell
1,176
-253
-18% -$52.1K 0.01% 461
2021
Q4
$308K Hold
1,429
0.01% 434
2021
Q3
$299K Buy
1,429
+14
+1% +$2.93K 0.01% 421
2021
Q2
$316K Sell
1,415
-41
-3% -$9.16K 0.01% 391
2021
Q1
$336K Buy
1,456
+99
+7% +$22.8K 0.02% 348
2020
Q4
$233K Buy
+1,357
New +$233K 0.01% 409