Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
4,346
-68
-2% -$5.38K 0.17% 131
2025
Q1
$396K Buy
4,414
+486
+12% +$43.6K 0.23% 104
2024
Q4
$391K Buy
3,928
+394
+11% +$39.2K 0.22% 103
2024
Q3
$401K Buy
3,534
+29
+0.8% +$3.29K 0.23% 107
2024
Q2
$434K Sell
3,505
-702
-17% -$86.9K 0.27% 83
2024
Q1
$555K Sell
4,207
-1,246
-23% -$164K 0.35% 67
2023
Q4
$594K Buy
5,453
+40
+0.7% +$4.36K 0.42% 57
2023
Q3
$557K Sell
5,413
-60
-1% -$6.18K 0.4% 56
2023
Q2
$631K Buy
5,473
+472
+9% +$54.5K 0.44% 45
2023
Q1
$532K Buy
5,001
+83
+2% +$8.83K 0.38% 58
2022
Q4
$546K Sell
4,918
-469
-9% -$52K 0.41% 46
2022
Q3
$464K Buy
5,387
+443
+9% +$38.2K 0.38% 57
2022
Q2
$450K Sell
4,944
-9,337
-65% -$850K 0.41% 63
2022
Q1
$1.17M Buy
14,281
+1,055
+8% +$86.6K 0.26% 83
2021
Q4
$1.01M Buy
13,226
+1,109
+9% +$85K 0.28% 72
2021
Q3
$910K Buy
12,117
+6,501
+116% +$488K 0.29% 66
2021
Q2
$437K Sell
5,616
-411
-7% -$32K 0.32% 68
2021
Q1
$443K Sell
6,027
-67
-1% -$4.93K 0.36% 61
2020
Q4
$476K Buy
+6,094
New +$476K 0.42% 61