Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,185
Closed -$61.8K 622
2025
Q1
$61.8K Sell
2,185
-815
-27% -$23K 0.02% 219
2024
Q4
$68.3K Sell
3,000
-2,574
-46% -$58.6K 0.02% 231
2024
Q3
$123K Sell
5,574
-2,976
-35% -$65.5K 0.04% 167
2024
Q2
$163K Sell
8,550
-299
-3% -$5.71K 0.05% 142
2024
Q1
$156K Sell
8,849
-3,242
-27% -$57.1K 0.06% 143
2023
Q4
$203K Sell
12,091
-437
-3% -$7.33K 0.08% 130
2023
Q3
$188K Sell
12,528
-459
-4% -$6.89K 0.08% 129
2023
Q2
$207K Sell
12,987
-3,725
-22% -$59.4K 0.09% 118
2023
Q1
$322K Sell
16,712
-1,083
-6% -$20.8K 0.16% 87
2022
Q4
$328K Sell
17,795
-630
-3% -$11.6K 0.17% 84
2022
Q3
$283K Sell
18,425
-146
-0.8% -$2.24K 0.15% 94
2022
Q2
$389K Sell
18,571
-7,136
-28% -$149K 0.19% 89
2022
Q1
$459K Sell
25,707
-2,931
-10% -$52.3K 0.19% 96
2021
Q4
$532K Sell
28,638
-2,259
-7% -$42K 0.22% 89
2021
Q3
$630K Buy
30,897
+1,430
+5% +$29.2K 0.29% 67
2021
Q2
$640K Sell
29,467
-806
-3% -$17.5K 0.34% 62
2021
Q1
$692K Buy
30,273
+287
+1% +$6.56K 0.41% 57
2020
Q4
$651K Sell
29,986
-2,582
-8% -$56.1K 0.45% 52
2020
Q3
$701K Buy
32,568
+2,897
+10% +$62.4K 0.54% 39
2020
Q2
$677K Buy
29,671
+3,886
+15% +$88.7K 0.55% 42
2020
Q1
$567K Buy
25,785
+3,424
+15% +$75.3K 0.52% 42
2019
Q4
$660K Buy
+22,361
New +$660K 0.42% 46