Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Sell
3,094
-10
-0.3% -$1.86K 0.2% 50
2025
Q1
$650K Sell
3,104
-273
-8% -$57.2K 0.25% 45
2024
Q4
$600K Buy
3,377
+23
+0.7% +$4.09K 0.24% 51
2024
Q3
$662K Buy
3,354
+21
+0.6% +$4.15K 0.28% 42
2024
Q2
$572K Sell
3,333
-90
-3% -$15.4K 0.26% 42
2024
Q1
$623K Sell
3,423
-36
-1% -$6.56K 0.29% 41
2023
Q4
$536K Sell
3,459
-274
-7% -$42.5K 0.27% 38
2023
Q3
$556K Sell
3,733
-102
-3% -$15.2K 0.31% 36
2023
Q2
$517K Buy
3,835
+85
+2% +$11.5K 0.29% 37
2023
Q1
$598K Buy
3,750
+31
+0.8% +$4.94K 0.34% 33
2022
Q4
$601K Buy
3,719
+154
+4% +$24.9K 0.35% 35
2022
Q3
$479K Sell
3,565
-49
-1% -$6.58K 0.31% 37
2022
Q2
$554K Sell
3,614
-12
-0.3% -$1.84K 0.34% 36
2022
Q1
$588K Buy
3,626
+34
+0.9% +$5.51K 0.31% 39
2021
Q4
$486K Buy
3,592
+200
+6% +$27.1K 0.25% 46
2021
Q3
$366K Buy
3,392
+215
+7% +$23.2K 0.22% 54
2021
Q2
$358K Buy
3,177
+96
+3% +$10.8K 0.22% 53
2021
Q1
$333K Buy
3,081
+113
+4% +$12.2K 0.22% 53
2020
Q4
$318K Buy
2,968
+138
+5% +$14.8K 0.23% 52
2020
Q3
$248K Buy
2,830
+81
+3% +$7.1K 0.22% 55
2020
Q2
$270K Buy
+2,749
New +$270K 0.26% 48