Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.8K Sell
759
-6
-0.8% -$441 0.01% 144
2025
Q1
$42.4K Sell
765
-232
-23% -$12.9K 0.01% 138
2024
Q4
$73.1K Sell
997
-175
-15% -$12.8K 0.02% 116
2024
Q3
$98.4K Buy
1,172
+55
+5% +$4.62K 0.02% 103
2024
Q2
$84.1K Buy
1,117
+4
+0.4% +$301 0.02% 103
2024
Q1
$102K Sell
1,113
-23
-2% -$2.11K 0.03% 100
2023
Q4
$116K Sell
1,136
-3,690
-76% -$375K 0.04% 93
2023
Q3
$469K Sell
4,826
-1,646
-25% -$160K 0.17% 44
2023
Q2
$706K Buy
6,472
+3
+0% +$327 0.28% 29
2023
Q1
$793K Sell
6,469
-26
-0.4% -$3.19K 0.36% 27
2022
Q4
$760K Sell
6,495
-7
-0.1% -$819 0.38% 26
2022
Q3
$572K Buy
6,502
+8
+0.1% +$704 0.36% 25
2022
Q2
$664K Sell
6,494
-1,029
-14% -$105K 0.44% 24
2022
Q1
$948K Hold
7,523
0.61% 19
2021
Q4
$948K Buy
7,523
+390
+5% +$49.1K 0.61% 19
2021
Q3
$1.2M Buy
+7,133
New +$1.2M 0.71% 15
2020
Q4
$915K Buy
+6,303
New +$915K 0.71% 16