Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
477
-41
-8% -$14.6K 0.02% 74
2025
Q1
$141K Buy
518
+2
+0.4% +$543 0.03% 72
2024
Q4
$171K Buy
516
+2
+0.4% +$663 0.03% 70
2024
Q3
$171K Sell
514
-15
-3% -$4.98K 0.03% 70
2024
Q2
$166K Sell
529
-67
-11% -$21K 0.03% 72
2024
Q1
$186K Hold
596
0.04% 71
2023
Q4
$143K Buy
596
+3
+0.5% +$722 0.03% 78
2023
Q3
$127K Buy
593
+2
+0.3% +$427 0.03% 81
2023
Q2
$119K Buy
591
+3
+0.5% +$603 0.03% 83
2023
Q1
$101K Buy
588
+3
+0.5% +$514 0.03% 86
2022
Q4
$91.9K Buy
585
+3
+0.5% +$471 0.03% 89
2022
Q3
$78K Buy
582
+3
+0.5% +$402 0.03% 91
2022
Q2
$73K Buy
579
+7
+1% +$883 0.03% 97
2022
Q1
$87K Hold
572
0.03% 92
2021
Q4
$99K Buy
572
+2
+0.4% +$346 0.03% 86
2021
Q3
$85K Buy
570
+3
+0.5% +$447 0.03% 90
2021
Q2
$84K Buy
567
+6
+1% +$889 0.03% 88
2021
Q1
$78K Hold
561
0.03% 89
2020
Q4
$67K Buy
561
+3
+0.5% +$358 0.03% 85
2020
Q3
$57K Buy
558
+4
+0.7% +$409 0.03% 86
2020
Q2
$48K Buy
554
+4
+0.7% +$347 0.03% 89
2020
Q1
$43K Buy
550
+6
+1% +$469 0.03% 86
2019
Q4
$52K Buy
+544
New +$52K 0.03% 96