Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
666
+27
+4% +$14.9K 0.01% 967
2025
Q1
$378K Sell
639
-2
-0.3% -$1.18K 0.01% 875
2024
Q4
$394K Buy
641
+26
+4% +$16K 0.01% 825
2024
Q3
$333K Sell
615
-33
-5% -$17.9K 0.01% 855
2024
Q2
$279K Buy
648
+34
+6% +$14.6K 0.01% 877
2024
Q1
$242K Sell
614
-5
-0.8% -$1.97K 0.01% 906
2023
Q4
$235K Sell
619
-3
-0.5% -$1.14K 0.01% 869
2023
Q3
$306K Sell
622
-3
-0.5% -$1.48K 0.01% 769
2023
Q2
$244K Sell
625
-8
-1% -$3.12K 0.01% 925
2023
Q1
$60.3K Sell
633
-77
-11% -$7.33K ﹤0.01% 1486
2022
Q4
$90K Buy
710
+4
+0.6% +$507 ﹤0.01% 1807
2022
Q3
$90K Buy
706
+50
+8% +$6.37K ﹤0.01% 1929
2022
Q2
$69K Hold
656
﹤0.01% 1931
2022
Q1
$69K Buy
656
+264
+67% +$27.8K ﹤0.01% 1931
2021
Q4
$140K Sell
392
-2
-0.5% -$714 ﹤0.01% 1103
2021
Q3
$122K Sell
394
-10
-2% -$3.1K ﹤0.01% 1164
2021
Q2
$125K Hold
404
﹤0.01% 1127
2021
Q1
$112K Buy
404
+53
+15% +$14.7K ﹤0.01% 1118
2020
Q4
$103K Buy
351
+5
+1% +$1.47K ﹤0.01% 1121
2020
Q3
$94K Buy
346
+12
+4% +$3.26K 0.01% 1022
2020
Q2
$73K Sell
334
-3
-0.9% -$656 0.01% 1046
2020
Q1
$46K Buy
337
+26
+8% +$3.55K ﹤0.01% 1150
2019
Q4
$51K Buy
+311
New +$51K ﹤0.01% 1242