Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
2,983
-216
-7% -$24.4K ﹤0.01% 322
2025
Q1
$298K Sell
3,199
-468
-13% -$43.6K ﹤0.01% 301
2024
Q4
$392K Sell
3,667
-176
-5% -$18.8K 0.01% 284
2024
Q3
$398K Sell
3,843
-187
-5% -$19.4K 0.01% 267
2024
Q2
$358K Buy
4,030
+65
+2% +$5.77K 0.01% 275
2024
Q1
$388K Buy
3,965
+173
+5% +$16.9K 0.01% 293
2023
Q4
$352K Sell
3,792
-131
-3% -$12.2K 0.01% 263
2023
Q3
$330K Sell
3,923
-176
-4% -$14.8K 0.01% 250
2023
Q2
$347K Sell
4,099
-64
-2% -$5.42K 0.01% 258
2023
Q1
$345K Sell
4,163
-113
-3% -$9.36K 0.01% 234
2022
Q4
$364K Sell
4,276
-308
-7% -$26.2K 0.01% 228
2022
Q3
$315K Sell
4,584
-1,063
-19% -$73K 0.01% 266
2022
Q2
$358K Sell
5,647
-461
-8% -$29.2K 0.01% 285
2022
Q1
$471K Sell
6,108
-1,477
-19% -$114K 0.01% 290
2021
Q4
$581K Sell
7,585
-535
-7% -$41K 0.01% 271
2021
Q3
$517K Buy
+8,120
New +$517K 0.01% 314
2021
Q2
Sell
-4,271
Closed -$279K 287
2021
Q1
$279K Buy
4,271
+28
+0.7% +$1.83K 0.01% 353
2020
Q4
$209K Buy
+4,243
New +$209K 0.01% 343