Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
1,500
+21
+1% +$6.67K 0.18% 57
2025
Q1
$383K Hold
1,479
0.16% 64
2024
Q4
$597K Sell
1,479
-67
-4% -$27.1K 0.25% 57
2024
Q3
$404K Buy
1,546
+236
+18% +$61.7K 0.17% 56
2024
Q2
$259K Sell
1,310
-40
-3% -$7.92K 0.11% 71
2024
Q1
$237K Hold
1,350
0.1% 65
2023
Q4
$335K Sell
1,350
-189
-12% -$47K 0.16% 60
2023
Q3
$385K Buy
1,539
+44
+3% +$11K 0.21% 50
2023
Q2
$391K Hold
1,495
0.2% 49
2023
Q1
$310K Sell
1,495
-1,000
-40% -$207K 0.18% 48
2022
Q4
$307K Sell
2,495
-1,333
-35% -$164K 0.19% 49
2022
Q3
$1.02M Buy
3,828
+120
+3% +$31.8K 0.68% 31
2022
Q2
$832K Buy
3,708
+225
+6% +$50.5K 0.54% 34
2022
Q1
$1.25M Buy
3,483
+225
+7% +$80.8K 0.65% 32
2021
Q4
$1.15M Buy
3,258
+171
+6% +$60.3K 0.55% 36
2021
Q3
$798K Hold
3,087
0.43% 39
2021
Q2
$699K Sell
3,087
-405
-12% -$91.7K 0.4% 38
2021
Q1
$777K Buy
3,492
+42
+1% +$9.35K 0.48% 37
2020
Q4
$812K Hold
3,450
0.53% 32
2020
Q3
$493K Buy
+3,450
New +$493K 0.36% 37