Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
3,664
-698
-16% -$66.4K 0.02% 520
2025
Q1
$425K Buy
4,362
+437
+11% +$42.6K 0.03% 473
2024
Q4
$408K Buy
3,925
+64
+2% +$6.66K 0.02% 491
2024
Q3
$381K Sell
3,861
-1,113
-22% -$110K 0.02% 522
2024
Q2
$512K Buy
4,974
+153
+3% +$15.8K 0.03% 438
2024
Q1
$597K Sell
4,821
-551
-10% -$68.3K 0.04% 378
2023
Q4
$525K Buy
5,372
+3
+0.1% +$293 0.04% 389
2023
Q3
$456K Buy
5,369
+281
+6% +$23.9K 0.04% 384
2023
Q2
$426K Sell
5,088
-20
-0.4% -$1.67K 0.04% 414
2023
Q1
$374K Buy
5,108
+1,113
+28% +$81.5K 0.03% 430
2022
Q4
$264K Hold
3,995
0.03% 501
2022
Q3
$223K Buy
3,995
+45
+1% +$2.51K 0.02% 526
2022
Q2
$217K Sell
3,950
-249
-6% -$13.7K 0.02% 537
2022
Q1
$247K Sell
4,199
-139
-3% -$8.18K 0.02% 544
2021
Q4
$255K Sell
4,338
-66
-1% -$3.88K 0.02% 564
2021
Q3
$231K Buy
4,404
+9
+0.2% +$472 0.02% 583
2021
Q2
$262K Sell
4,395
-107
-2% -$6.38K 0.02% 531
2021
Q1
$279K Buy
4,502
+161
+4% +$9.98K 0.02% 504
2020
Q4
$249K Sell
4,341
-29
-0.7% -$1.66K 0.02% 503
2020
Q3
$248K Sell
4,370
-87
-2% -$4.94K 0.02% 427
2020
Q2
$223K Buy
+4,457
New +$223K 0.02% 433
2020
Q1
Sell
-3,827
Closed -$202K 519
2019
Q4
$202K Buy
+3,827
New +$202K 0.02% 527