Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
6,018
-32
-0.5% -$926 0.02% 117
2025
Q1
$171K Buy
6,050
+32
+0.5% +$905 0.03% 112
2024
Q4
$137K Sell
6,018
-88
-1% -$2K 0.02% 114
2024
Q3
$134K Buy
6,106
+1,853
+44% +$40.8K 0.02% 110
2024
Q2
$81.3K Buy
4,253
+56
+1% +$1.07K 0.02% 136
2024
Q1
$73.9K Buy
4,197
+3,312
+374% +$58.3K 0.02% 138
2023
Q4
$14.9K Sell
885
-578
-40% -$9.7K ﹤0.01% 268
2023
Q3
$22K Sell
1,463
-368
-20% -$5.53K 0.01% 218
2023
Q2
$29.2K Sell
1,831
-1,453
-44% -$23.2K 0.01% 204
2023
Q1
$63.2K Sell
3,284
-465
-12% -$8.95K 0.02% 128
2022
Q4
$69K Buy
3,749
+7
+0.2% +$129 0.02% 119
2022
Q3
$57K Buy
3,742
+1,812
+94% +$27.6K 0.02% 115
2022
Q2
$40K Sell
1,930
-617
-24% -$12.8K 0.01% 146
2022
Q1
$45K Buy
2,547
+13
+0.5% +$230 0.01% 149
2021
Q4
$47K Sell
2,534
-213
-8% -$3.95K 0.02% 142
2021
Q3
$57K Sell
2,747
-2,811
-51% -$58.3K 0.02% 118
2021
Q2
$121K Sell
5,558
-580
-9% -$12.6K 0.04% 71
2021
Q1
$141K Buy
6,138
+598
+11% +$13.7K 0.05% 61
2020
Q4
$121K Buy
5,540
+11
+0.2% +$240 0.05% 67
2020
Q3
$120K Sell
5,529
-79
-1% -$1.72K 0.06% 65
2020
Q2
$129K Buy
5,608
+7
+0.1% +$161 0.06% 63
2020
Q1
$124K Buy
5,601
+7
+0.1% +$155 0.08% 59
2019
Q4
$166K Buy
+5,594
New +$166K 0.11% 49