Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Hold
1,583
0.06% 218
2025
Q1
$119K Buy
1,583
+37
+2% +$2.78K 0.06% 216
2024
Q4
$118K Buy
1,546
+150
+11% +$11.5K 0.06% 217
2024
Q3
$109K Buy
1,396
+65
+5% +$5.07K 0.06% 221
2024
Q2
$95K Hold
1,331
0.05% 222
2024
Q1
$108K Buy
1,331
+13
+1% +$1.06K 0.07% 207
2023
Q4
$96.4K Sell
1,318
-170
-11% -$12.4K 0.06% 213
2023
Q3
$98.3K Hold
1,488
0.07% 203
2023
Q2
$115K Hold
1,488
0.08% 192
2023
Q1
$115K Sell
1,488
-50
-3% -$3.86K 0.08% 192
2022
Q4
$118K Hold
1,538
0.09% 185
2022
Q3
$109K Hold
1,538
0.09% 191
2022
Q2
$130K Hold
1,538
0.1% 186
2022
Q1
$126K Sell
1,538
-550
-26% -$45.1K 0.08% 195
2021
Q4
$164K Hold
2,088
0.1% 176
2021
Q3
$164K Buy
2,088
+10
+0.5% +$785 0.11% 166
2021
Q2
$162K Buy
2,078
+150
+8% +$11.7K 0.11% 171
2021
Q1
$152K Buy
1,928
+260
+16% +$20.5K 0.11% 169
2020
Q4
$124K Hold
1,668
0.1% 170
2020
Q3
$104K Buy
1,668
+97
+6% +$6.05K 0.1% 165
2020
Q2
$86K Buy
1,571
+200
+15% +$10.9K 0.09% 176
2020
Q1
$63K Sell
1,371
-259
-16% -$11.9K 0.08% 191
2019
Q4
$139K Buy
+1,630
New +$139K 0.13% 151