Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
1,250
-140
-10% -$40.6K 0.13% 53
2025
Q1
$421K Hold
1,390
0.15% 51
2024
Q4
$385K Sell
1,390
-120
-8% -$33.3K 0.14% 54
2024
Q3
$437K Hold
1,510
0.15% 54
2024
Q2
$387K Hold
1,510
0.15% 56
2024
Q1
$393K Hold
1,510
0.14% 58
2023
Q4
$343K Hold
1,510
0.13% 57
2023
Q3
$316K Hold
1,510
0.12% 55
2023
Q2
$292K Sell
1,510
-310
-17% -$60K 0.11% 56
2023
Q1
$355K Hold
1,820
0.14% 55
2022
Q4
$403K Hold
1,820
0.14% 57
2022
Q3
$333K Sell
1,820
-110
-6% -$20.1K 0.12% 59
2022
Q2
$381K Sell
1,930
-60
-3% -$11.8K 0.12% 57
2022
Q1
$427K Sell
1,990
-2,010
-50% -$431K 0.11% 58
2021
Q4
$776K Sell
4,000
-535
-12% -$104K 0.2% 53
2021
Q3
$790K Sell
4,535
-70
-2% -$12.2K 0.22% 52
2021
Q2
$736K Buy
4,605
+25
+0.5% +$4K 0.18% 57
2021
Q1
$727K Sell
4,580
-75
-2% -$11.9K 0.19% 54
2020
Q4
$720K Buy
4,655
+2,175
+88% +$336K 0.18% 59
2020
Q3
$292K Buy
2,480
+200
+9% +$23.5K 0.09% 84
2020
Q2
$290K Buy
+2,280
New +$290K 0.09% 86