Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
1,943
-411
-17% -$53.2K 0.02% 430
2025
Q1
$283K Buy
2,354
+509
+28% +$61.3K 0.03% 388
2024
Q4
$215K Buy
1,845
+416
+29% +$48.6K 0.02% 445
2024
Q3
$215K Sell
1,429
-49
-3% -$7.37K 0.02% 432
2024
Q2
$234K Buy
1,478
+25
+2% +$3.95K 0.02% 393
2024
Q1
$287K Buy
1,453
+51
+4% +$10.1K 0.03% 348
2023
Q4
$244K Buy
1,402
+1
+0.1% +$174 0.03% 365
2023
Q3
$219K Sell
1,401
-129
-8% -$20.2K 0.03% 352
2023
Q2
$251K Buy
1,530
+1
+0.1% +$164 0.03% 340
2023
Q1
$236K Buy
+1,529
New +$236K 0.03% 340
2022
Q2
Sell
-1,596
Closed -$237K 417
2022
Q1
$237K Buy
+1,596
New +$237K 0.03% 360
2019
Q2
Sell
-4,079
Closed -$238K 326
2019
Q1
$238K Sell
4,079
-49
-1% -$2.86K 0.06% 279
2018
Q4
$214K Sell
4,128
-513
-11% -$26.6K 0.06% 283
2018
Q3
$294K Sell
4,641
-1,974
-30% -$125K 0.07% 256
2018
Q2
$413K Buy
+6,615
New +$413K 0.1% 187
2017
Q3
Sell
-3,617
Closed -$209K 309
2017
Q2
$209K Buy
+3,617
New +$209K 0.07% 225