Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
2,003
-7
-0.3% -$558 0.01% 269
2025
Q1
$162K Hold
2,010
0.01% 263
2024
Q4
$192K Hold
2,010
0.01% 249
2024
Q3
$203K Hold
2,010
0.02% 251
2024
Q2
$181K Sell
2,010
-4
-0.2% -$360 0.01% 249
2024
Q1
$219K Hold
2,014
0.02% 232
2023
Q4
$238K Hold
2,014
0.02% 211
2023
Q3
$215K Sell
2,014
-2
-0.1% -$213 0.02% 205
2023
Q2
$181K Sell
2,016
-138
-6% -$12.4K 0.02% 210
2023
Q1
$169K Sell
2,154
-1
-0% -$78 0.02% 216
2022
Q4
$181K Hold
2,155
0.03% 210
2022
Q3
$173K Hold
2,155
0.03% 205
2022
Q2
$197K Sell
2,155
-60
-3% -$5.49K 0.03% 194
2022
Q1
$264K Sell
2,215
-25
-1% -$2.98K 0.04% 181
2021
Q4
$263K Hold
2,240
0.04% 187
2021
Q3
$234K Hold
2,240
0.04% 188
2021
Q2
$261K Hold
2,240
0.04% 181
2021
Q1
$228K Sell
2,240
-175
-7% -$17.8K 0.04% 184
2020
Q4
$253K Sell
2,415
-10
-0.4% -$1.05K 0.04% 172
2020
Q3
$268K Sell
2,425
-150
-6% -$16.6K 0.05% 153
2020
Q2
$276K Buy
+2,575
New +$276K 0.06% 154