Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
1,423
-30
-2% -$4.68K 0.05% 227
2025
Q1
$239K Hold
1,453
0.06% 215
2024
Q4
$237K Sell
1,453
-100
-6% -$16.3K 0.06% 215
2024
Q3
$303K Sell
1,553
-50
-3% -$9.77K 0.08% 196
2024
Q2
$278K Hold
1,603
0.07% 201
2024
Q1
$271K Hold
1,603
0.06% 204
2023
Q4
$316K Hold
1,603
0.09% 185
2023
Q3
$279K Sell
1,603
-100
-6% -$17.4K 0.08% 191
2023
Q2
$293K Hold
1,703
0.08% 195
2023
Q1
$283K Hold
1,703
0.08% 194
2022
Q4
$250K Buy
1,703
+23
+1% +$3.37K 0.07% 205
2022
Q3
$249K Sell
1,680
-105
-6% -$15.6K 0.09% 190
2022
Q2
$305K Sell
1,785
-840
-32% -$144K 0.11% 187
2022
Q1
$502K Buy
2,625
+373
+17% +$71.3K 0.15% 143
2021
Q4
$547K Buy
2,252
+517
+30% +$126K 0.17% 142
2021
Q3
$333K Buy
1,735
+317
+22% +$60.8K 0.11% 169
2021
Q2
$266K Sell
1,418
-117
-8% -$21.9K 0.09% 186
2021
Q1
$243K Sell
1,535
-490
-24% -$77.6K 0.09% 196
2020
Q4
$337K Hold
2,025
0.13% 155
2020
Q3
$337K Buy
2,025
+370
+22% +$61.6K 0.14% 151
2020
Q2
$228K Sell
1,655
-280
-14% -$38.6K 0.1% 173
2020
Q1
$231K Buy
+1,935
New +$231K 0.12% 166