Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
299
-12
-4% -$9.62K 0.01% 275
2025
Q1
$206K Hold
311
0.01% 282
2024
Q4
$216K Sell
311
-9
-3% -$6.24K 0.01% 271
2024
Q3
$267K Hold
320
0.01% 252
2024
Q2
$327K Sell
320
-121
-27% -$124K 0.01% 235
2024
Q1
$428K Sell
441
-3
-0.7% -$2.91K 0.02% 211
2023
Q4
$336K Hold
444
0.01% 230
2023
Q3
$261K Hold
444
0.01% 246
2023
Q2
$322K Sell
444
-22
-5% -$15.9K 0.01% 233
2023
Q1
$317K Sell
466
-45
-9% -$30.6K 0.01% 223
2022
Q4
$279K Sell
511
-177
-26% -$96.7K 0.01% 232
2022
Q3
$286K Sell
688
-9
-1% -$3.74K 0.01% 225
2022
Q2
$332K Buy
697
+8
+1% +$3.81K 0.02% 219
2022
Q1
$460K Sell
689
-33
-5% -$22K 0.02% 205
2021
Q4
$575K Sell
722
-5
-0.7% -$3.98K 0.02% 194
2021
Q3
$542K Sell
727
-103
-12% -$76.8K 0.02% 193
2021
Q2
$573K Sell
830
-165
-17% -$114K 0.02% 192
2021
Q1
$614K Sell
995
-14
-1% -$8.64K 0.03% 191
2020
Q4
$492K Sell
1,009
-55
-5% -$26.8K 0.02% 196
2020
Q3
$393K Sell
1,064
-28
-3% -$10.3K 0.02% 205
2020
Q2
$402K Sell
1,092
-131
-11% -$48.2K 0.02% 206
2020
Q1
$320K Sell
1,223
-27
-2% -$7.07K 0.02% 222
2019
Q4
$370K Buy
1,250
+1
+0.1% +$296 0.02% 235
2019
Q3
$310K Sell
1,249
-38
-3% -$9.43K 0.02% 249
2019
Q2
$268K Buy
1,287
+103
+9% +$21.4K 0.01% 273
2019
Q1
$223K Buy
+1,184
New +$223K 0.01% 292