Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Sell
21,291
-275
-1% -$1.99K 0.03% 260
2025
Q1
$142K Sell
21,566
-1,142
-5% -$7.53K 0.03% 249
2024
Q4
$134K Sell
22,708
-107
-0.5% -$630 0.03% 253
2024
Q3
$146K Sell
22,815
-94
-0.4% -$601 0.03% 257
2024
Q2
$140K Buy
22,909
+15
+0.1% +$92 0.03% 228
2024
Q1
$139K Buy
22,894
+457
+2% +$2.77K 0.03% 217
2023
Q4
$129K Buy
22,437
+78
+0.3% +$449 0.03% 212
2023
Q3
$107K Buy
22,359
+292
+1% +$1.4K 0.03% 207
2023
Q2
$112K Buy
22,067
+1,565
+8% +$7.94K 0.03% 213
2023
Q1
$88.2K Sell
20,502
-23
-0.1% -$99 0.03% 212
2022
Q4
$103K Sell
20,525
-396
-2% -$2K 0.03% 200
2022
Q3
$83K Sell
20,921
-1,506
-7% -$5.98K 0.03% 181
2022
Q2
$96K Sell
22,427
-1,069
-5% -$4.58K 0.04% 191
2022
Q1
$119K Buy
23,496
+994
+4% +$5.03K 0.04% 208
2021
Q4
$106K Sell
22,502
-207
-0.9% -$975 0.03% 216
2021
Q3
$111K Buy
22,709
+1,291
+6% +$6.31K 0.03% 196
2021
Q2
$83K Sell
21,418
-107
-0.5% -$415 0.02% 200
2021
Q1
$94K Buy
21,525
+333
+2% +$1.45K 0.03% 180
2020
Q4
$77K Sell
21,192
-25
-0.1% -$91 0.03% 173
2020
Q3
$50K Sell
21,217
-4,749
-18% -$11.2K 0.02% 164
2020
Q2
$70K Buy
25,966
+10,782
+71% +$29.1K 0.04% 161
2020
Q1
$35K Buy
+15,184
New +$35K 0.03% 140