Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
6,361
+1,021
+19% +$29.6K 0.09% 179
2025
Q1
$151K Sell
5,340
-15
-0.3% -$424 0.08% 195
2024
Q4
$122K Sell
5,355
-13
-0.2% -$296 0.06% 212
2024
Q3
$118K Sell
5,368
-398
-7% -$8.76K 0.06% 215
2024
Q2
$110K Buy
5,766
+4
+0.1% +$76 0.06% 211
2024
Q1
$101K Sell
5,762
-456
-7% -$8.03K 0.06% 214
2023
Q4
$104K Sell
6,218
-3,053
-33% -$51.2K 0.07% 205
2023
Q3
$139K Sell
9,271
-10,514
-53% -$158K 0.1% 170
2023
Q2
$381K Hold
19,785
0.28% 99
2023
Q1
$381K Sell
19,785
-112
-0.6% -$2.16K 0.28% 99
2022
Q4
$366K Buy
19,897
+381
+2% +$7.01K 0.28% 101
2022
Q3
$299K Buy
19,516
+230
+1% +$3.52K 0.24% 116
2022
Q2
$404K Sell
19,286
-4,441
-19% -$93K 0.3% 95
2022
Q1
$423K Buy
23,727
+297
+1% +$5.3K 0.26% 99
2021
Q4
$435K Sell
23,430
-3,053
-12% -$56.7K 0.26% 101
2021
Q3
$540K Buy
26,483
+2,263
+9% +$46.1K 0.36% 83
2021
Q2
$526K Sell
24,220
-519
-2% -$11.3K 0.36% 80
2021
Q1
$566K Buy
24,739
+734
+3% +$16.8K 0.42% 69
2020
Q4
$521K Buy
24,005
+658
+3% +$14.3K 0.43% 64
2020
Q3
$503K Sell
23,347
-1,598
-6% -$34.4K 0.48% 59
2020
Q2
$570K Buy
24,945
+270
+1% +$6.17K 0.6% 48
2020
Q1
$543K Sell
24,675
-644
-3% -$14.2K 0.66% 42
2019
Q4
$747K Buy
+25,319
New +$747K 0.71% 34