Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.1K Buy
13,150
+559
+4% +$1.92K ﹤0.01% 846
2025
Q1
$48K Sell
12,591
-11,593
-48% -$44.2K ﹤0.01% 824
2024
Q4
$105K Sell
24,184
-888
-4% -$3.87K ﹤0.01% 817
2024
Q3
$167K Sell
25,072
-3,167
-11% -$21.2K ﹤0.01% 787
2024
Q2
$117K Buy
28,239
+2,599
+10% +$10.8K ﹤0.01% 788
2024
Q1
$115K Sell
25,640
-1,284
-5% -$5.78K ﹤0.01% 787
2023
Q4
$244K Sell
26,924
-31,949
-54% -$290K ﹤0.01% 702
2023
Q3
$532K Sell
58,873
-1,760
-3% -$15.9K ﹤0.01% 549
2023
Q2
$588K Sell
60,633
-15,127
-20% -$147K ﹤0.01% 525
2023
Q1
$796K Sell
75,760
-1,534
-2% -$16.1K 0.01% 478
2022
Q4
$754K Buy
77,294
+5,949
+8% +$58K 0.01% 494
2022
Q3
$1.13M Sell
71,345
-1,255
-2% -$19.8K 0.01% 434
2022
Q2
$1.58M Buy
72,600
+1,199
+2% +$26K 0.01% 393
2022
Q1
$1.5M Buy
71,401
+114
+0.2% +$2.4K 0.01% 438
2021
Q4
$2.26M Buy
71,287
+1,133
+2% +$35.9K 0.01% 383
2021
Q3
$2.5M Buy
70,154
+4,476
+7% +$160K 0.02% 356
2021
Q2
$3.49M Buy
65,678
+2,527
+4% +$134K 0.03% 286
2021
Q1
$2.46M Sell
63,151
-14,670
-19% -$572K 0.02% 329
2020
Q4
$3.79M Sell
77,821
-26,656
-26% -$1.3M 0.03% 242
2020
Q3
$2.22M Buy
104,477
+21,502
+26% +$456K 0.02% 280
2020
Q2
$641K Buy
+82,975
New +$641K 0.01% 390