Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Buy
1,378
+42
+3% +$13.3K 0.09% 104
2025
Q1
$346K Sell
1,336
-5
-0.4% -$1.3K 0.07% 103
2024
Q4
$542K Sell
1,341
-197
-13% -$79.6K 0.12% 89
2024
Q3
$402K Buy
1,538
+81
+6% +$21.2K 0.09% 101
2024
Q2
$288K Sell
1,457
-1,195
-45% -$236K 0.07% 110
2024
Q1
$466K Hold
2,652
0.11% 89
2023
Q4
$659K Hold
2,652
0.16% 76
2023
Q3
$664K Sell
2,652
-24
-0.9% -$6.01K 0.18% 77
2023
Q2
$700K Hold
2,676
0.18% 71
2023
Q1
$555K Hold
2,676
0.15% 75
2022
Q4
$330K Buy
2,676
+147
+6% +$18.1K 0.09% 90
2022
Q3
$671K Sell
2,529
-99
-4% -$26.3K 0.2% 71
2022
Q2
$590K Buy
2,628
+171
+7% +$38.4K 0.16% 73
2022
Q1
$883K Buy
2,457
+297
+14% +$107K 0.21% 67
2021
Q4
$761K Sell
2,160
-954
-31% -$336K 0.18% 72
2021
Q3
$805K Hold
3,114
0.21% 70
2021
Q2
$705K Buy
3,114
+24
+0.8% +$5.43K 0.18% 72
2021
Q1
$688K Buy
3,090
+378
+14% +$84.2K 0.19% 72
2020
Q4
$638K Buy
2,712
+453
+20% +$107K 0.17% 73
2020
Q3
$323K Buy
+2,259
New +$323K 0.1% 85