Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
7,012
+8
+0.1% +$425 ﹤0.01% 568
2025
Q1
$337K Buy
7,004
+5
+0.1% +$240 ﹤0.01% 607
2024
Q4
$366K Buy
6,999
+85
+1% +$4.45K ﹤0.01% 592
2024
Q3
$375K Sell
6,914
-21
-0.3% -$1.14K ﹤0.01% 585
2024
Q2
$357K Sell
6,935
-13
-0.2% -$669 ﹤0.01% 565
2024
Q1
$344K Buy
6,948
+13
+0.2% +$645 ﹤0.01% 569
2023
Q4
$350K Buy
6,935
+22
+0.3% +$1.11K ﹤0.01% 558
2023
Q3
$333K Sell
6,913
-6
-0.1% -$289 ﹤0.01% 549
2023
Q2
$349K Buy
6,919
+31
+0.5% +$1.56K ﹤0.01% 551
2023
Q1
$311K Buy
6,888
+131
+2% +$5.92K ﹤0.01% 588
2022
Q4
$281K Sell
6,757
-176
-3% -$7.32K ﹤0.01% 605
2022
Q3
$250K Buy
6,933
+598
+9% +$21.6K ﹤0.01% 603
2022
Q2
$272K Buy
6,335
+236
+4% +$10.1K ﹤0.01% 580
2022
Q1
$248K Buy
6,099
+157
+3% +$6.38K ﹤0.01% 655
2021
Q4
$245K Buy
5,942
+6
+0.1% +$247 ﹤0.01% 663
2021
Q3
$219K Sell
5,936
-98
-2% -$3.62K ﹤0.01% 675
2021
Q2
$242K Buy
6,034
+98
+2% +$3.93K ﹤0.01% 647
2021
Q1
$246K Buy
5,936
+13
+0.2% +$539 ﹤0.01% 620
2020
Q4
$208K Buy
+5,923
New +$208K ﹤0.01% 588
2019
Q4
Sell
-4,860
Closed -$216K 552
2019
Q3
$216K Sell
4,860
-248
-5% -$11K ﹤0.01% 500
2019
Q2
$231K Buy
5,108
+91
+2% +$4.12K ﹤0.01% 472
2019
Q1
$218K Buy
+5,017
New +$218K ﹤0.01% 476