Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
6,267
-400
-6% -$13.5K 0.18% 87
2025
Q1
$212K Buy
6,667
+1,060
+19% +$33.7K 0.16% 94
2024
Q4
$176K Hold
5,607
0.16% 96
2024
Q3
$176K Sell
5,607
-200
-3% -$6.28K 0.16% 97
2024
Q2
$210K Sell
5,807
-1,000
-15% -$36.2K 0.2% 79
2024
Q1
$256K Sell
6,807
-250
-4% -$9.4K 0.25% 66
2023
Q4
$250K Hold
7,057
0.25% 63
2023
Q3
$273K Hold
7,057
0.31% 57
2023
Q2
$249K Hold
7,057
0.28% 58
2023
Q1
$268K Hold
7,057
0.33% 53
2022
Q4
$247K Hold
7,057
0.3% 60
2022
Q3
$201K Sell
7,057
-950
-12% -$27.1K 0.25% 67
2022
Q2
$227K Hold
8,007
0.28% 59
2022
Q1
$235K Sell
8,007
-1,025
-11% -$30.1K 0.25% 71
2021
Q4
$241K Sell
9,032
-250
-3% -$6.67K 0.24% 69
2021
Q3
$254K Sell
9,282
-435
-4% -$11.9K 0.28% 60
2021
Q2
$257K Sell
9,717
-400
-4% -$10.6K 0.26% 68
2021
Q1
$246K Sell
10,117
-850
-8% -$20.7K 0.21% 84
2020
Q4
$225K Hold
10,967
0.19% 93
2020
Q3
$191K Buy
10,967
+8,725
+389% +$152K 0.18% 96
2020
Q2
$52K Hold
2,242
0.05% 160
2020
Q1
$55K Buy
2,242
+1,360
+154% +$33.4K 0.06% 160
2019
Q4
$33K Sell
882
-400
-31% -$15K 0.03% 209
2019
Q3
$49K Sell
1,282
-22
-2% -$841 0.04% 193
2019
Q2
$53K Sell
1,304
-543
-29% -$22.1K 0.04% 195
2019
Q1
$79K Sell
1,847
-27
-1% -$1.16K 0.06% 160
2018
Q4
$69K Sell
1,874
-710
-27% -$26.1K 0.06% 163
2018
Q3
$114K Buy
2,584
+62
+2% +$2.74K 0.09% 144
2018
Q2
$108K Sell
2,522
-32
-1% -$1.37K 0.08% 147
2018
Q1
$96K Buy
2,554
+48
+2% +$1.8K 0.08% 147
2017
Q4
$96K Buy
+2,506
New +$96K 0.07% 154