Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Hold
1,178
0.07% 213
2025
Q1
$367K Sell
1,178
-81
-6% -$25.2K 0.08% 190
2024
Q4
$328K Sell
1,259
-42
-3% -$10.9K 0.07% 190
2024
Q3
$419K Buy
1,301
+11
+0.9% +$3.54K 0.09% 174
2024
Q2
$403K Hold
1,290
0.1% 161
2024
Q1
$367K Hold
1,290
0.09% 172
2023
Q4
$372K Sell
1,290
-2
-0.2% -$576 0.1% 155
2023
Q3
$347K Hold
1,292
0.12% 148
2023
Q2
$287K Buy
1,292
+82
+7% +$18.2K 0.1% 167
2023
Q1
$293K Sell
1,210
-223
-16% -$53.9K 0.11% 155
2022
Q4
$323K Hold
1,433
0.15% 121
2022
Q3
$323K Sell
1,433
-324
-18% -$73K 0.15% 122
2022
Q2
$431K Buy
1,757
+12
+0.7% +$2.94K 0.23% 84
2022
Q1
$422K Hold
1,745
0.21% 89
2021
Q4
$393K Hold
1,745
0.2% 100
2021
Q3
$371K Hold
1,745
0.21% 97
2021
Q2
$421K Buy
1,745
+311
+22% +$75K 0.24% 87
2021
Q1
$357K Buy
1,434
+11
+0.8% +$2.74K 0.24% 86
2020
Q4
$327K Buy
1,423
+51
+4% +$11.7K 0.24% 81
2020
Q3
$349K Hold
1,372
0.36% 69
2020
Q2
$318K Buy
1,372
+20
+1% +$4.64K 0.36% 68
2020
Q1
$282K Sell
1,352
-300
-18% -$62.6K 0.29% 71
2019
Q4
$398K Buy
+1,652
New +$398K 0.37% 64