Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
21,857
-300
-1% -$3.26K 0.07% 142
2025
Q1
$222K Sell
22,157
-146
-0.7% -$1.46K 0.07% 142
2024
Q4
$221K Buy
22,303
+815
+4% +$8.07K 0.06% 145
2024
Q3
$227K Buy
21,488
+4
+0% +$42 0.07% 126
2024
Q2
$269K Sell
21,484
-653
-3% -$8.19K 0.09% 123
2024
Q1
$294K Buy
22,137
+7
+0% +$93 0.11% 115
2023
Q4
$270K Sell
22,130
-1,751
-7% -$21.3K 0.11% 113
2023
Q3
$297K Sell
23,881
-1,524
-6% -$18.9K 0.15% 88
2023
Q2
$350K Buy
25,405
+1,842
+8% +$25.4K 0.16% 82
2023
Q1
$280K Buy
23,563
+1,141
+5% +$13.6K 0.15% 86
2022
Q4
$261K Buy
22,422
+473
+2% +$5.5K 0.16% 84
2022
Q3
$246K Sell
21,949
-68
-0.3% -$762 0.28% 49
2022
Q2
$245K Sell
22,017
-812
-4% -$9.04K 0.38% 33
2022
Q1
$386K Buy
22,829
+173
+0.8% +$2.93K 0.31% 47
2021
Q4
$471K Buy
22,656
+462
+2% +$9.6K 0.29% 54
2021
Q3
$314K Sell
22,194
-400
-2% -$5.66K 0.19% 76
2021
Q2
$336K Buy
22,594
+593
+3% +$8.81K 0.23% 80
2021
Q1
$270K Sell
22,001
-100
-0.5% -$1.23K 0.21% 83
2020
Q4
$194K Sell
22,101
-465
-2% -$4.09K 0.16% 75
2020
Q3
$150K Buy
22,566
+1,683
+8% +$11.2K 0.14% 74
2020
Q2
$127K Hold
20,883
0.26% 63
2020
Q1
$101K Buy
+20,883
New +$101K 0.14% 57