Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Hold
6,097
0.02% 155
2025
Q1
$172K Sell
6,097
-8
-0.1% -$226 0.02% 152
2024
Q4
$139K Sell
6,105
-548
-8% -$12.5K 0.01% 153
2024
Q3
$146K Buy
6,653
+8
+0.1% +$176 0.01% 160
2024
Q2
$127K Sell
6,645
-8,833
-57% -$169K 0.01% 169
2024
Q1
$272K Buy
15,478
+3,403
+28% +$59.9K 0.02% 160
2023
Q4
$181K Hold
12,075
0.02% 181
2023
Q3
$181K Sell
12,075
-1,155
-9% -$17.3K 0.02% 181
2023
Q2
$211K Sell
13,230
-16
-0.1% -$255 0.02% 169
2023
Q1
$255K Sell
13,246
-175
-1% -$3.37K 0.03% 149
2022
Q4
$247K Buy
13,421
+14
+0.1% +$258 0.03% 147
2022
Q3
$206K Buy
+13,407
New +$206K 0.03% 141
2020
Q2
Sell
-2,881
Closed -$63K 200
2020
Q1
$63K Sell
2,881
-208
-7% -$4.55K 0.02% 84
2019
Q4
$91K Hold
3,089
0.02% 78
2019
Q3
$88K Hold
3,089
0.02% 69
2019
Q2
$78K Buy
3,089
+1,271
+70% +$32.1K 0.02% 71
2019
Q1
$43K Sell
1,818
-447
-20% -$10.6K 0.01% 95
2018
Q4
$49K Buy
+2,265
New +$49K 0.01% 82