Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
2,381
-49
-2% -$7.46K 0.02% 345
2025
Q1
$357K Buy
2,430
+146
+6% +$21.4K 0.03% 330
2024
Q4
$295K Hold
2,284
0.02% 348
2024
Q3
$312K Sell
2,284
-79
-3% -$10.8K 0.02% 341
2024
Q2
$241K Sell
2,363
-472
-17% -$48.2K 0.02% 352
2024
Q1
$251K Buy
2,835
+113
+4% +$10K 0.02% 353
2023
Q4
$249K Buy
2,722
+38
+1% +$3.47K 0.02% 347
2023
Q3
$210K Buy
2,684
+134
+5% +$10.5K 0.02% 335
2023
Q2
$213K Sell
2,550
-1,655
-39% -$139K 0.02% 352
2023
Q1
$371K Sell
4,205
-12,016
-74% -$1.06M 0.02% 331
2022
Q4
$1.63M Sell
16,221
-14,790
-48% -$1.48M 0.07% 211
2022
Q3
$2.87M Buy
31,011
+3,271
+12% +$302K 0.17% 117
2022
Q2
$2.98M Sell
27,740
-6,120
-18% -$657K 0.26% 83
2022
Q1
$4.22M Buy
33,860
+10,914
+48% +$1.36M 0.24% 87
2021
Q4
$3.41M Buy
+22,946
New +$3.41M 0.29% 81
2021
Q1
$3.32M Buy
20,629
+1,358
+7% +$219K 0.27% 92
2020
Q4
$2.82M Buy
+19,271
New +$2.82M 0.26% 97