Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Buy
+30
New +$12.1K ﹤0.01% 194
2024
Q3
Sell
-756
Closed -$339K 109
2024
Q2
$339K Sell
756
-4
-0.5% -$1.8K 0.09% 87
2024
Q1
$363K Sell
760
-38
-5% -$18.1K 0.09% 87
2023
Q4
$360K Sell
798
-42
-5% -$19K 0.1% 94
2023
Q3
$289K Sell
840
-5
-0.6% -$1.72K 0.09% 98
2023
Q2
$296K Sell
845
-186
-18% -$65.2K 0.06% 91
2023
Q1
$381K Sell
1,031
-101
-9% -$37.3K 0.08% 79
2022
Q4
$381K Sell
1,132
-551
-33% -$185K 0.06% 82
2022
Q3
$466K Buy
1,683
+70
+4% +$19.4K 0.15% 71
2022
Q2
$390K Sell
1,613
-315
-16% -$76.2K 0.12% 83
2022
Q1
$573K Sell
1,928
-978
-34% -$291K 0.17% 74
2021
Q4
$972K Buy
2,906
+76
+3% +$25.4K 0.29% 61
2021
Q3
$860K Buy
2,830
+161
+6% +$48.9K 0.27% 57
2021
Q2
$646K Sell
2,669
-845
-24% -$205K 0.19% 63
2021
Q1
$641K Buy
3,514
+89
+3% +$16.2K 0.22% 59
2020
Q4
$549K Buy
3,425
+66
+2% +$10.6K 0.18% 68
2020
Q3
$420K Sell
3,359
-10
-0.3% -$1.25K 0.16% 67
2020
Q2
$409K Buy
3,369
+130
+4% +$15.8K 0.18% 73
2020
Q1
$323K Hold
3,239
0.16% 58
2019
Q4
$499K Buy
+3,239
New +$499K 0.21% 48