Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
8,951
0.08% 115
2025
Q1
$253K Buy
8,951
+60
+0.7% +$1.7K 0.09% 106
2024
Q4
$202K Buy
+8,891
New +$202K 0.07% 127
2022
Q4
Sell
-10,090
Closed -$155K 127
2022
Q3
$155K Sell
10,090
-1,221
-11% -$18.8K 0.08% 105
2022
Q2
$267K Sell
11,311
-3,665
-24% -$86.5K 0.12% 95
2022
Q1
$267K Buy
+14,976
New +$267K 0.12% 95
2021
Q3
Sell
-11,046
Closed -$240K 122
2021
Q2
$240K Buy
11,046
+73
+0.7% +$1.59K 0.11% 100
2021
Q1
$251K Sell
10,973
-1,011
-8% -$23.1K 0.13% 94
2020
Q4
$260K Buy
11,984
+81
+0.7% +$1.76K 0.16% 86
2020
Q3
$256K Buy
11,903
+1,375
+13% +$29.6K 0.17% 78
2020
Q2
$240K Buy
10,528
+381
+4% +$8.69K 0.16% 79
2020
Q1
$223K Buy
+10,147
New +$223K 0.16% 71
2018
Q4
$245K Buy
+8,331
New +$245K 0.17% 73