Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
2,568
-100
-4% -$7.92K 0.07% 96
2025
Q1
$240K Sell
2,668
-445
-14% -$39.9K 0.1% 85
2024
Q4
$310K Sell
3,113
-78
-2% -$7.76K 0.13% 64
2024
Q3
$362K Sell
3,191
-150
-4% -$17K 0.15% 61
2024
Q2
$414K Hold
3,341
0.19% 54
2024
Q1
$435K Sell
3,341
-100
-3% -$13K 0.2% 53
2023
Q4
$432K Hold
3,441
0.21% 51
2023
Q3
$354K Hold
3,441
0.22% 45
2023
Q2
$397K Sell
3,441
-50
-1% -$5.77K 0.24% 45
2023
Q1
$371K Hold
3,491
0.24% 39
2022
Q4
$387K Buy
3,491
+36
+1% +$3.99K 0.27% 38
2022
Q3
$298K Buy
3,455
+34
+1% +$2.93K 0.22% 40
2022
Q2
$312K Sell
3,421
-9
-0.3% -$821 0.22% 46
2022
Q1
$281K Buy
3,430
+228
+7% +$18.7K 0.17% 56
2021
Q4
$245K Buy
3,202
+29
+0.9% +$2.22K 0.15% 59
2021
Q3
$238K Hold
3,173
0.15% 60
2021
Q2
$247K Sell
3,173
-256
-7% -$19.9K 0.16% 60
2021
Q1
$252K Sell
3,429
-195
-5% -$14.3K 0.17% 56
2020
Q4
$283K Buy
+3,624
New +$283K 0.21% 49