Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
20,235
-460
-2% -$10.3K 0.08% 180
2025
Q1
$470K Buy
20,695
+2,047
+11% +$46.5K 0.09% 171
2024
Q4
$374K Buy
18,648
+5,652
+43% +$113K 0.07% 186
2024
Q3
$305K Sell
12,996
-1,978
-13% -$46.4K 0.06% 202
2024
Q2
$464K Sell
14,974
-517
-3% -$16K 0.1% 155
2024
Q1
$684K Buy
15,491
+386
+3% +$17K 0.11% 148
2023
Q4
$759K Sell
15,105
-168
-1% -$8.44K 0.17% 105
2023
Q3
$543K Buy
15,273
+1,557
+11% +$55.4K 0.15% 113
2023
Q2
$459K Buy
13,716
+541
+4% +$18.1K 0.13% 119
2023
Q1
$430K Buy
13,175
+250
+2% +$8.17K 0.13% 123
2022
Q4
$342K Sell
12,925
-3,115
-19% -$82.4K 0.11% 120
2022
Q3
$413K Sell
16,040
-541
-3% -$13.9K 0.17% 107
2022
Q2
$620K Hold
16,581
0.3% 75
2022
Q1
$822K Sell
16,581
-323
-2% -$16K 0.3% 82
2021
Q4
$871K Buy
16,904
+587
+4% +$30.2K 0.36% 78
2021
Q3
$869K Sell
16,317
-5,887
-27% -$314K 0.27% 88
2021
Q2
$1.2M Hold
22,204
0.38% 72
2021
Q1
$1.2M Buy
+22,204
New +$1.2M 0.38% 75