Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.5K Sell
452
-1,374
-75% -$187K 0.02% 99
2025
Q1
$242K Sell
1,826
-610
-25% -$80.9K 0.07% 91
2024
Q4
$276K Sell
2,436
-211
-8% -$23.9K 0.07% 88
2024
Q3
$280K Sell
2,647
-1,372
-34% -$145K 0.11% 75
2024
Q2
$418K Sell
4,019
-9
-0.2% -$935 0.11% 80
2024
Q1
$458K Buy
4,028
+1,187
+42% +$135K 0.12% 79
2023
Q4
$313K Sell
2,841
-1,290
-31% -$142K 0.08% 101
2023
Q3
$400K Sell
4,131
-16
-0.4% -$1.55K 0.13% 83
2023
Q2
$452K Sell
4,147
-550
-12% -$60K 0.08% 75
2023
Q1
$411K Buy
4,697
+954
+25% +$83.5K 0.09% 73
2022
Q4
$411K Sell
3,743
-2,263
-38% -$248K 0.07% 76
2022
Q3
$581K Buy
6,006
+413
+7% +$40K 0.19% 64
2022
Q2
$608K Sell
5,593
-3,973
-42% -$432K 0.19% 60
2022
Q1
$1.13M Sell
9,566
-3,998
-29% -$473K 0.34% 49
2021
Q4
$1.91M Buy
13,564
+335
+3% +$47.1K 0.57% 36
2021
Q3
$1.56M Buy
13,229
+1,537
+13% +$182K 0.49% 38
2021
Q2
$1.36M Buy
11,692
+53
+0.5% +$6.14K 0.41% 42
2021
Q1
$1.4M Buy
11,639
+112
+1% +$13.4K 0.48% 34
2020
Q4
$1.26M Buy
11,527
+140
+1% +$15.3K 0.41% 36
2020
Q3
$1.24M Sell
11,387
-94
-0.8% -$10.2K 0.48% 31
2020
Q2
$1.05M Buy
11,481
+387
+3% +$35.4K 0.45% 31
2020
Q1
$875K Buy
11,094
+5,621
+103% +$443K 0.44% 31
2019
Q4
$475K Buy
+5,473
New +$475K 0.2% 51