Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
2,258
-47
-2% -$7.16K 0.12% 77
2025
Q1
$338K Hold
2,305
0.12% 78
2024
Q4
$297K Buy
2,305
+11
+0.5% +$1.42K 0.11% 84
2024
Q3
$314K Sell
2,294
-35
-2% -$4.79K 0.12% 79
2024
Q2
$238K Sell
2,329
-455
-16% -$46.5K 0.22% 92
2024
Q1
$247K Sell
2,784
-174
-6% -$15.4K 0.1% 90
2023
Q4
$270K Sell
2,958
-1,295
-30% -$118K 0.13% 73
2023
Q3
$333K Sell
4,253
-724
-15% -$56.7K 0.17% 58
2023
Q2
$416K Sell
4,977
-28
-0.6% -$2.34K 0.2% 53
2023
Q1
$440K Buy
5,005
+6
+0.1% +$527 0.23% 54
2022
Q4
$501K Sell
4,999
-1,046
-17% -$105K 0.27% 44
2022
Q3
$558K Buy
6,045
+52
+0.9% +$4.8K 0.33% 37
2022
Q2
$649K Sell
5,993
-1,416
-19% -$153K 0.38% 34
2022
Q1
$922K Buy
7,409
+142
+2% +$17.7K 0.43% 32
2021
Q4
$1.08M Sell
7,267
-349
-5% -$51.8K 0.54% 25
2021
Q3
$1.12M Buy
7,616
+643
+9% +$94.3K 0.6% 23
2021
Q2
$1.16M Buy
6,973
+687
+11% +$114K 0.62% 21
2021
Q1
$1.01M Buy
6,286
+323
+5% +$52.1K 0.59% 26
2020
Q4
$872K Buy
+5,963
New +$872K 0.59% 25