Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
2,305
+5
+0.2% +$928 0.09% 143
2025
Q1
$482K Sell
2,300
-17
-0.7% -$3.56K 0.11% 137
2024
Q4
$412K Sell
2,317
-63
-3% -$11.2K 0.09% 148
2024
Q3
$470K Sell
2,380
-71
-3% -$14K 0.1% 143
2024
Q2
$420K Buy
2,451
+102
+4% +$17.5K 0.1% 140
2024
Q1
$428K Buy
2,349
+85
+4% +$15.5K 0.1% 142
2023
Q4
$351K Sell
2,264
-41
-2% -$6.35K 0.09% 144
2023
Q3
$344K Buy
2,305
+28
+1% +$4.17K 0.1% 146
2023
Q2
$307K Sell
2,277
-406
-15% -$54.7K 0.09% 157
2023
Q1
$428K Buy
2,683
+368
+16% +$58.6K 0.12% 128
2022
Q4
$374K Sell
2,315
-2
-0.1% -$323 0.12% 134
2022
Q3
$311K Sell
2,317
-171
-7% -$23K 0.12% 124
2022
Q2
$381K Sell
2,488
-308
-11% -$47.2K 0.15% 117
2022
Q1
$453K Sell
2,796
-35
-1% -$5.67K 0.14% 127
2021
Q4
$383K Buy
2,831
+75
+3% +$10.1K 0.11% 137
2021
Q3
$297K Buy
2,756
+71
+3% +$7.65K 0.09% 151
2021
Q2
$302K Buy
2,685
+59
+2% +$6.64K 0.09% 152
2021
Q1
$284K Buy
2,626
+40
+2% +$4.33K 0.09% 139
2020
Q4
$277K Buy
2,586
+29
+1% +$3.11K 0.11% 137
2020
Q3
$224K Sell
2,557
-5
-0.2% -$438 0.11% 137
2020
Q2
$252K Buy
+2,562
New +$252K 0.13% 124