Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
7,035
-963
-12% -$27.9K 0.37% 63
2025
Q1
$226K Sell
7,998
-1,808
-18% -$51.1K 0.2% 81
2024
Q4
$223K Sell
9,806
-350
-3% -$7.97K 0.18% 104
2024
Q3
$223K Sell
10,156
-687
-6% -$15.1K 0.17% 107
2024
Q2
$207K Sell
10,843
-726
-6% -$13.9K 0.17% 91
2024
Q1
$204K Sell
11,569
-1,956
-14% -$34.4K 0.18% 79
2023
Q4
$227K Sell
13,525
-478
-3% -$8.02K 0.2% 73
2023
Q3
$210K Sell
14,003
-668
-5% -$10K 0.21% 70
2023
Q2
$234K Sell
14,671
-274
-2% -$4.37K 0.25% 61
2023
Q1
$288K Sell
14,945
-100
-0.7% -$1.93K 0.34% 53
2022
Q4
$277K Buy
15,045
+430
+3% +$7.92K 0.3% 61
2022
Q3
$224K Sell
14,615
-700
-5% -$10.7K 0.23% 75
2022
Q2
$321K Sell
15,315
-4,896
-24% -$103K 0.28% 62
2022
Q1
$361K Buy
20,211
+2,680
+15% +$47.9K 0.27% 68
2021
Q4
$326K Sell
17,531
-6,093
-26% -$113K 0.24% 89
2021
Q3
$482K Buy
23,624
+2,325
+11% +$47.4K 0.39% 55
2021
Q2
$463K Sell
21,299
-2,251
-10% -$48.9K 0.38% 56
2021
Q1
$538K Buy
23,550
+139
+0.6% +$3.18K 0.61% 46
2020
Q4
$509K Sell
23,411
-8,511
-27% -$185K 0.59% 45
2020
Q3
$687K Buy
31,922
+1,797
+6% +$38.7K 0.86% 29
2020
Q2
$687K Sell
30,125
-177
-0.6% -$4.04K 0.86% 30
2020
Q1
$667K Buy
30,302
+550
+2% +$12.1K 0.83% 27
2019
Q4
$878K Buy
+29,752
New +$878K 0.93% 23