Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
958
+20
+2% +$6.35K 0.09% 165
2025
Q1
$243K Sell
938
-20
-2% -$5.18K 0.07% 181
2024
Q4
$387K Sell
958
-198
-17% -$80K 0.11% 142
2024
Q3
$302K Hold
1,156
0.09% 168
2024
Q2
$229K Sell
1,156
-346
-23% -$68.5K 0.07% 191
2024
Q1
$264K Sell
1,502
-66
-4% -$11.6K 0.08% 174
2023
Q4
$390K Sell
1,568
-157
-9% -$39K 0.12% 132
2023
Q3
$432K Sell
1,725
-53
-3% -$13.3K 0.14% 123
2023
Q2
$465K Sell
1,778
-66
-4% -$17.3K 0.15% 117
2023
Q1
$383K Buy
1,844
+127
+7% +$26.3K 0.13% 135
2022
Q4
$212K Buy
1,717
+570
+50% +$70.2K 0.07% 186
2022
Q3
$304K Sell
1,147
-5
-0.4% -$1.33K 0.11% 144
2022
Q2
$259K Sell
1,152
-6
-0.5% -$1.35K 0.09% 158
2022
Q1
$416K Sell
1,158
-153
-12% -$55K 0.12% 140
2021
Q4
$462K Sell
1,311
-180
-12% -$63.4K 0.12% 135
2021
Q3
$385K Sell
1,491
-54
-3% -$13.9K 0.12% 137
2021
Q2
$350K Sell
1,545
-24
-2% -$5.44K 0.1% 145
2021
Q1
$349K Buy
1,569
+15
+1% +$3.34K 0.11% 140
2020
Q4
$365K Sell
1,554
-54
-3% -$12.7K 0.12% 138
2020
Q3
$229K Buy
+1,608
New +$229K 0.08% 156