Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Sell
476
-5
-1% -$3.93K 0.04% 154
2025
Q1
$392K Buy
481
+9
+2% +$7.34K 0.04% 145
2024
Q4
$445K Hold
472
0.05% 142
2024
Q3
$419K Sell
472
-74
-14% -$65.7K 0.04% 158
2024
Q2
$413K Buy
546
+88
+19% +$66.6K 0.02% 211
2024
Q1
$378K Sell
458
-26
-5% -$21.5K 0.02% 219
2023
Q4
$390K Hold
484
0.03% 204
2023
Q3
$352K Hold
484
0.02% 189
2023
Q2
$379K Sell
484
-118
-20% -$92.5K 0.02% 189
2023
Q1
$434K Buy
602
+20
+3% +$14.4K 0.03% 183
2022
Q4
$381K Buy
582
+26
+5% +$17K 0.03% 184
2022
Q3
$316K Buy
556
+118
+27% +$67.1K 0.03% 193
2022
Q2
$288K Buy
438
+45
+11% +$29.6K 0.02% 198
2022
Q1
$291K Sell
393
-8
-2% -$5.92K 0.02% 202
2021
Q4
$339K Buy
401
+133
+50% +$112K 0.02% 196
2021
Q3
$212K Hold
268
0.01% 228
2021
Q2
$215K Sell
268
-3
-1% -$2.41K 0.01% 235
2021
Q1
$184K Sell
271
-32
-11% -$21.7K 0.01% 243
2020
Q4
$216K Hold
303
0.02% 224
2020
Q3
$230K Buy
303
+52
+21% +$39.5K 0.02% 207
2020
Q2
$176K Sell
251
-160
-39% -$112K 0.02% 211
2020
Q1
$257K Buy
411
+7
+2% +$4.38K 0.03% 185
2019
Q4
$236K Sell
404
-19
-4% -$11.1K 0.02% 200
2019
Q3
$244K Sell
423
-10
-2% -$5.77K 0.02% 198
2019
Q2
$218K Sell
433
-68
-14% -$34.2K 0.02% 219
2019
Q1
$227K Sell
501
-15
-3% -$6.8K 0.02% 199
2018
Q4
$182K Sell
516
-1
-0.2% -$353 0.02% 210
2018
Q3
$224K Hold
517
0.02% 200
2018
Q2
$222K Buy
+517
New +$222K 0.02% 186