Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
798
+180
+29% +$64.3K 0.09% 86
2025
Q1
$168K Sell
618
-20
-3% -$5.44K 0.06% 120
2024
Q4
$212K Sell
638
-47
-7% -$15.6K 0.07% 109
2024
Q3
$227K Buy
685
+69
+11% +$22.9K 0.07% 106
2024
Q2
$193K Sell
616
-23
-4% -$7.21K 0.07% 112
2024
Q1
$200K Sell
639
-347
-35% -$109K 0.07% 115
2023
Q4
$237K Sell
986
-219
-18% -$52.7K 0.12% 94
2023
Q3
$257K Sell
1,205
-834
-41% -$178K 0.14% 86
2023
Q2
$410K Buy
2,039
+9
+0.4% +$1.81K 0.22% 60
2023
Q1
$348K Sell
2,030
-411
-17% -$70.4K 0.22% 67
2022
Q4
$383K Buy
2,441
+137
+6% +$21.5K 0.24% 62
2022
Q3
$307K Sell
2,304
-476
-17% -$63.4K 0.21% 64
2022
Q2
$350K Buy
2,780
+528
+23% +$66.5K 0.21% 57
2022
Q1
$342K Sell
2,252
-982
-30% -$149K 0.2% 57
2021
Q4
$559K Buy
3,234
+415
+15% +$71.7K 0.32% 36
2021
Q3
$421K Buy
2,819
+250
+10% +$37.3K 0.27% 42
2021
Q2
$381K Buy
2,569
+146
+6% +$21.7K 0.25% 43
2021
Q1
$335K Sell
2,423
-25
-1% -$3.46K 0.23% 44
2020
Q4
$294K Sell
2,448
-96
-4% -$11.5K 0.22% 46
2020
Q3
$260K Hold
2,544
0.24% 40
2020
Q2
$223K Hold
2,544
0.22% 43
2020
Q1
$198K Buy
2,544
+254
+11% +$19.8K 0.23% 49
2019
Q4
$217K Buy
+2,290
New +$217K 0.18% 67